#AdvisorTalk: Upcoming Topics
Join us LIVE for #AdvisorTalk at 3 — 4 p.m. CT
May 22, 2013: Best Practices - Sales Prospecting
How do you get the most out of cold calling? Join this session to discuss the value of cold calling, how to approach it, what topics might be best and more.
June 5, 2013: Training/Education - Understanding how/what Social Media Platforms to use to Build Your Business
Using social media can offer you both personal and professional benefits. Join this session to talk about the value of each platform and how you might use them to build your business.
June 19, 2013: Grow Your Practice - Leveraging ESOPs to Help Your Business Owners and Grow Your Practice
Employee Stock Ownership Plans (ESOPs) can be a great approach for many business owners to have a controlled exit of their business, but don't sell them short. Learn about the different ways clients can use ESOP's to generate liquidity, diversify their holdings, and help participants prepare for retirement. Get questions answered from ESOP blogger, Jerry Ripperger, @jlripperger.
July 17, 2013: Training/Education - Professional Development, The Good, Bad and Ugly
Continuing education comes with the territory. What development opportunities have helped your career? Where is more training needed? And what development opportunities still leave you scratching your head?
July 31, 2013: Best Practices - Creating/Maintaining an Investment Committee
Investment committees are beneficial to clients and advisors. Find out more what value they offer and best practices for setting one up.
August 14, 2013: Gaining Efficiencies - Managing Small Plans More Effectively (TPA)
Third Party Administrator's (TPAs) can help ease your workload. Find out how and why by joining this discussion.
August 28, 2013: Grow Your Practice - Targeting Women
More and more women are in need of financial services. How do you reach them? How do their needs differ from men? And how are you capturing your share of the market?
September 11, 2013: Training/Education - Changing Trends in Financial Services Social Media
Social media does not stand still. It's always changing, evolving, improving and innovating - just like you. Stay on top of the latest trends in social media for financial professionals.
September 25, 2013: Best Practices - Converting 401k Sales Strategies to 403b Success
There's still plenty of sales opportunities in the tax exempt space for financial professionals. Learn how to apply your 401k sales strategies to the tax exempt market.
October 9, 2013: Grow Your Practice - Tapping into the Millennial Workforce
Born during the digital revolution, Millennials grew up in a fast-paced world and show no signs of slowing down as they build their careers. How does this market compare to your other clients and what are you doing to connect with them?
October 23, 2013: Training/Education - Retirement Income Specialist: Retail Annuities
A look at the Retirement Income Specialist story which is providing a wealth of solutions, first-class tools and depth of knowledge and expertise for financial professionals to help clients with their retirement income needs.
November 6, 2013: Best Practices - When and Where to Leverage Executive Benefit Solutions
Executive benefits aren't just about providing perks to key employees. They are an important business strategy too. How do you work with clients to design executive benefit solutions? What are the best practices?
November 20, 2013: Best Practices - Client Retention
Your clients are your competitor's best prospects so how do you make sure to reinforce your value proposition throughout the year?
December 4, 2013: Training/Education - Selling the Concept of Retirement Readiness
It's one thing to provide a retirement plan. It's quite another to ensure that employees participate at savings levels that will really help get them ready to retire. Join this chat to discuss best practices for helping get participants on track to retire securely?
December 18, 2013: Grow Your Practice - Partnering with other Financial Professionals
More and more financial professionals are working on teams, focused on partnering with other firms - what are some best practices for doing this? How do you manage the referral process? How do you get other financial professionals to bring you in on their clients?
