Webinars With Industry Experts

How To Talk To Clients In A Post-Crisis World

The rapid loss of such a high percentage of your clients' retirement savings during the financial crisis of 2008 has likely made them more skeptical about investing. While many have opted to move to more conservative asset allocations, as an advisor it's your job to make sure they understand not only market risk, but also the risk of not having enough to reach their financial goals.

At this webinar, you’ll learn:

  • how to communicate with clients about risk and fear
  • techniques for building your advisor-client relationship
  • how to help clients focus on long-term goals over short-term market peformance
  • how the financial media's noise can get in the way of sound financial planning
  • how life planning can help your clients focus on what's important

Speaker Mitch Anthony is the founder and president of Advisor Insights Inc (parent company of MitchAnthony.com, The Financial Life Planning Institute, PracticeTools.net, and NewRetirementMentality.com). For more than a decade, Anthony and his team have provided training and development for both individual advisors and major financial organizations. His ideas for client engagement are being licensed by major firms throughout the industry.

Anthony is the author of several books for advisors and consumers, including "The New Retirementality," "The Cash In The Hat", "StorySelling for Financial Advisors", "Your Clients for Life", "Your Client’s Story", and "From The Boiler Room To The Living Room".

Anthony's column "Financial Life Planning" appears in Financial Advisor magazine, and he has been named one of the financial service industry’s top "2006 Movers & Shakers" by Financial Planning magazine.

 

This webinar is approved for IMCA CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
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  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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