The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s
March 22, 2018The Gathering 2018 – Modern Uses for Life Insurance and Long-Term Care: Protecting Your Future Relationships
March 22, 2018The Gathering 2018 – How to be a Business Influencer – Your Pathway to Motivation
$25.00
Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Dean DeLisle and Shelley Lightfoot
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Dean DeLisle and Shelley Lightfoot
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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$25.00We make mistakes – lots of them. But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends. Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.
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Social Media – Creating Your Online Presence and Keeping Compliant?
$25.00Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Many advisors today are faced with the challenge of creating an online presence that also keeps the compliance officers happy. Join Jeff and Rob as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication
Click play to watch a short video about ‘Social Media – Creating Your Online Presence and Keeping Compliant?’
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Mistakes & Lessons – Marketing and Practice Management
$25.00Join Shelley and friends as they share practical tools to launch your practice into the next generation with social media mastery, client conversion strategies and tracking, and your dream cloud software package. Find out how to make it (and how not to) all flow and work together like a fine-tuned machine!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot
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