Webinars With Industry Experts

Continuity Planning For Advisors

Is your Business Continuity Plan collecting dust on the shelf? Can you actually run your business during a power outage? Afraid to take a vacation?

Chris Winn, Managing Principal of AdvisorAssist, will take you through the requirements and best practices for developing a Business Continuity Plan that will actually add value to your practice.

In this webinar, you will learn:

  • Requirements for implementing a sound Business Continuity Plan
  • Planning for "Every Day", not just a disaster
  • Protecting client data
  • Testing your BCP Plan
  • Virtualization of your practice

Guest speaker Chris Winn is a Co-founder and Managing Principal of Advisor Assist, a firm dedicated to assisting advisors with regulatory compliance, business strategy and operations matters. Chris has over 17 years of experience in assisting advisors in starting, growing, and protecting their practices.

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
  • Expose clients and prospects to your brand message more frequently
  • 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
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO