Webinars With Industry Experts

LEARN, COMMIT, SUSTAIN: Client Education And Retention


Advise clients using a “LEARN, COMMIT, SUSTAIN” approach.

At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various portfolio models over the past 45 years.

Foundational ideas in managing assets prudently will be discussed that help advisors build a sustainable professional practice.

He’ll give ideas and examples of ways to help clients stay committed to behavior more likely to produce a good result. You’ll learn about:

• Tools to help you implement a sustainable investment advice practice

• Ways to help your clients understand how diversified portfolios performed over the past 45 years

• How to help your clients commit to the long-run nature of investing

• Resources to help clients endure ups and downs by setting expectations up front


Guest speaker Craig L. Israelsen, Ph.D. has provided a scholar’s research to practitioners monthly in Financial Planning Magazine for over a decade, earning renown among independent financial professionals. He is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. He's taught thousands of students about family financial management for over two decades. He is a founder of the 7Twelve Portfolio, and author of "7Twelve: A Diversified Investment Portfolio with a Plan." Purchase this presentation for $75 now. He has partnered with A4A since 2009, and is an Advisor Products content partner.

 

7Twelve Conference - November 2015


This webinar is eligible for IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE 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
  • 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