Schedule

 

Presenter Description Date Register
Deborah Fox, Fox Financial Planning Network

Learn how to prepare clients for difficult markets so they will remain clients for life. more info >>>

Sept. 6, 2017, 4:30 ET; 1:30 PT

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Tina Powell, C-Suite Social Media

Learn easy ways to use social media to grow your business and better serve clients. more info >>>

Sept. 21, 2017, 4:30 ET; 1:30 PT

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Shachar Kariv Ph. D., Benjamin N. Ward Professor of Economics, UC Berkeley

Learn how to profile clients scientifically to improve client retention and satisfaction.
more info >>>

Oct. 11, 2017,
2:30 ET; 11:30 PT

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Morrison Shafroth, Momentum FiComm

Learn simple secrets to help build your business through effective use of public relations. more info >>>

Nov. 9, 2017, 4:30 ET; 1:30 PT

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Frank Murtha Ph. D., MarketPsych Insights

Learn how to uncover your clients’ true investor identities. more info >>>

Dec. 7, 2017, 4:30 ET; 1:30 PT

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Ben Sullivan, First Ascent Asset Management

Learn the secrets to making a good video and maximizing your budget. more info >>>

Jan. 25, 2018, 4:30 ET; 1:30 PT

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Chad Hamilton

Learn about a powerful tool that quickly demonstrates your value to clients. more info >>>

Feb. 15, 2018, 4:30 ET; 1:30 PT

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Steve Sanduski

Learn how to demonstrate your value to your clients in real, practical ways. more info >>>

Mar. 22, 2018, 4:30 ET; 1:30 PT

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Leon Morales, DNA Behavior

Position yourself as a behaviorally smart advisor for the benefit of your clients. more info >>>

Apr. 26, 11:30 AM ET; 8:30 AM PT

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