Keynote Presentations
Intelligent Motivation & Inspiration that Gets People Moving
These programs are designed as main platform types of talks. They are inspirational, practical and often highly entertaining as well. They can be used to kick off your conference with a bang or end it on a wonderful high note. The running time is typically one hour but can be altered as needed to fit your agenda.
NEW
An Industry Re-Born!
After 200 years, the old Financial Services Industry is dead! Firms going under, tens of thousands being laid off...all of these are the devastating results of a massive evolutionary shift. A new profession is emerging. It's a better, more responsive model that is built on understanding clients. No more fancy financial engineering or arcane investment products. The winners of tomorrow will be the advisors and the firms that take great care of their people in good times and bad. This program details a bright new future for those of us who are ready to heed the call.
Conviction & Passion
Building the Twin Pillars of Success
To thrive in today's highly competitive industry, you need a powerful business belief system that keeps you and your clients on course no matter what the obstacles. That's "Conviction." Then you need an engine, a high-energy power source that drives your business and transmits enthusiasm. That's "Passion." Neither of these forces can be given to you by someone else. Instead, this program will help you find them both within yourself!
The Lighthouse in the Storm
The New Role of Today's Advisor
Investors today are confused by conflicting advice, bombarded by data, and unsure of what to do with their wealth or whom to trust for advice. They are looking for understanding, guidance, and leadership from their financial professional. To fulfil that role in the client relationship, advisors need a deeper level of emotional and intellectual awareness. This has nothing to do with products and everything to do with who you are on a personal and professional level. It's a different way of thinking about yourself, but it may be the only way both you and the client can succeed.
ASPIRE- Your Journey to the Top
What does it take to become the best and to stay on top? Success involves a combination of personal attributes and enhanced skills. This exciting new program explores the qualities and abilities found in today's top advisors. A few may surprise you!