Have you adapted your marketing to the new SEC rule change?
Before these new regulations, advisors weren’t allowed to utilize first-hand accounts from satisfied customers.
That’s all changed! Now advisors can use testimonials to maximize their marketing efforts.
But you still must maintain compliance with your testimonials, or you risk fines and lost clientele.
Learn more about the ins and outs of the new marketing capabilities.
Why should you include tax planning in your clients’ financial plans?
Simple. It’s a win/win.
When you incorporate tax planning into your clients’ portfolios, you not only maximize their wealth but also increase your own business’s revenue.
To simplify tax planning for your prospects and attract higher net-worth clients, you need to have the right tools at your disposal.
You’ll be introduced to two extremely effective visuals that will help you illustrate the power of tax management to new and existing clients.
It can be confusing to know how, or why, to charge fees for your planning services.
The goal of this seminar is to explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services.
You’ll learn how to implement The Bucket Plan® holistic planning process process with your own clients and how to charge for the services you provide.
Do you know how to approach the sensitive topic of life insurance with your clients? Do you know all the tax benefits life insurance can provide?
Dave shares with you 3 tools that he uses to propose life insurance policies to clients and how to outline a holistic financial plan that will maximize your clients’ income, reduce their taxes and provide the life insurance polices that are right for then.
You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees?
By adding tax planning to your prospects’ and clients’ financial plans, you’ll maximize their wealth and increase your revenue.
Are you having trouble differentiating yourself from other advisors and tax professionals?
It’s time to proactively uncover sales and planning opportunities that will differentiate you from your competition, grow your client pool, attract the $1M-$5M demographic, and allow you to charge larger planning fees.
Tired of spending most of your time trying to grow your financial advisory practice?
Looking for more work-life balance, but it seems impossible if you aren’t the sole producer at your practice?
Watch as Jason shares how he spends just 1-3 hours a week at his practice while his team is on track to bring in $90M of new client assets this year.
How? By following four proven processes that you can replicate to build out your financial advisory practice.
Why isn’t your website bringing in more prospects?
Search Engine Optimization (SEO) is the method used to attract users to your website and content by ranking highly on search engines like Google, Bing, or Yahoo.
But it’s a race that never ends; it takes regular monitoring and updates to improve your rankings and stay ahead of the competition.
Matt Seitz, EVP of Marketing at C2P Enterprises and CMO for JL Smith, an independent wealth management firm that brings in $70M of assets annually, shares SEO basics and simple ways to implement them.
Stop spending money chasing down new leads and realize the immense value that already resides in your client database.
Learn how to develop a dynamic process that attracts prospects to your funnel, converts them with engaging content, and delights them with excellent service.
Hear from two financial advisory practices that each brought in over $50 million in AUM in 2021.
How did they do it? With four proven tools that allow you to expose new sales opportunities, improve your closing ratio, enhance client relationships and client retention, and more. It’s time to gather assets and grow your business.
You have probably followed a 60/40 portfolio model to build your clients’ wealth, but recent declines in the market have caused bonds to underperform. So how do you keep your clients happy during this type of market volatility?
When bonds aren’t yielding the desired returns, you need a better approach and a simplified way to explain it to your clients. It’s time to consider a Fixed Income Annuity (FIA) as an alternative.
Are you ready to increase your closing ratio and bring on more assets?
Hear from financial advisor firms that, combined, closed over $14 million in business last year.
You’ll learn 3 proven ways to close more sales, how to explain asset allocation strategy to your clients in an easily understood manner, educate your clients on the sequence of returns risk, simplify the financial planning process for you and your clients, and more.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
Are you struggling to find high-quality prospects? Do you have a sales process that allows your team to lighten your work load? What if we told you there’s a way to work with only the types of clients YOU want and let your team handle the work?
37-year industry veteran, Don Chamberlin, shares his secrets to achieving just that. Don has built a financial advisory firm that, even during the pandemic, experienced exponential growth, gathering $64 million in AUA in 2020.
Are you prepared to compete in an online environment to get more prospects and grow your business?
Learn how to identify and implement the right technology for your own comfort level, execute relevant content-marketing strategies right away, apply simple rules for conducting online appointments and simulate the kind of connection clients are used to having in person.
Cold calling and asking for referrals can be uncomfortable… but they aren’t your only options!
In a recent survey, prospecting was identified as the #1 challenge among current C2P Enterprises’ advisors. Prospecting can be painful for a lot of reasons, but it doesn’t have to be. Advisors just need the right mindset and a new perspective on the value of prospecting. In fact, channeling pain points can be the first step in gaining the courage to prospect!
Learn more about what a best interest standard means for you, your duties as a financial advisor and how to prepare for this legislation with a proven, best-interest process that satisfies this standard and demonstrates how your recommendation is in your client’s best interest.