KEYNOTES & THOUGHT LEADERS
DELIVERING VALUE THAT INSPIRES THE ADVISOR PROFESSION
Finding the right speaker for your event is an important decision. You need someone who is practical and relatable yet, delivers tangible takeaways all while being an inspiration to others. From helping advisors “blueprint” the future of their business to explaining the habits of top achievers, our expert speakers set foot on stage with one goal in mind: to inspire change.
INSPIRING OUR PROFESSION
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EVENT SESSION TOPICS
Building your business becomes so much more enjoyable and inspiring when you find ways to connect with people through your passions. It can transform your business and change your life. Ron Carson says it best: “Successful advisors find a passion that pays.”
The client experience is one area of an advisor’s business that will likely evolve most over the next 3-5 years. There’s a lot of work to be done. Streamlining onboarding processes, ongoing outreach, and all the communication in between is what will set advisors apart from one another. Investors are not only expecting a seamless journey, they want a personalized experience.
A brand is one of the most valuable assets of an advisor’s business. Yet, most in our profession don’t fully realize it. Advisors of all sizes have just begun their shift to a consumer focus, and the majority have no idea – or plan – of where to begin. Our marketing experts connect the dots and lay out a path for advisors, leaving them with a game plan for success. We provide a best practices view of what a financial brand needs to pay attention to and how the pieces should work together.
Human Capital has become both the biggest opportunity and the most time-consuming challenge for financial advisors. Qualified talent that can truly add value is a hard thing to find. Our Executive Business Coaches break down the complexity of managing people, help advisors discover how they can become better leaders, and provide tangible tools to help take the first step.
There is a lot of information out there promising to enhance advisor performance or propel you toward improvement in some way. Ron Carson throws out the cliché speeches and delivers a message that is both personal and proven. Advisors who’ve read his newest – and most successful – book, The Sustainable Edge, have learned first-hand from Ron’s own story of success. And, more importantly, how they can apply the good thinking and tangible tools to their own personal and professional lives.
A number of factors in our profession are affecting the way of life for financial advisors, from fee compression to elevated investor expectations. As we look to the future, we see the profession only getting more competitive – and the need for guidance through these complicated business decisions ever-increasing.