Technology Can Offer An Efficient Way To Show Your Authenticity And Attract New Business Hot

lisagraylisagray  
 
 
0.0 (0)
Write Review

 

Kristin Harad has created an automated system that provides a structure for that process. She outlines six steps that she says are effective in converting leads to clients. The first step is to capture the attention of visitors to your website. This is also be referred to by web designers as a call to action.

 
A big point of a call to action is to get the visitor engaged in your process. A great way to do this is to offer something like a white paper or other piece of valuable information in exchange for their demographic and contact information. The key is to make all of your online communications—even the automated ones—part of your personal style. Let clients get to know you a bit with each piece of communication.
 
It’s also a good idea to set up some type of screening element in the initial call to action that would eliminate those who are not good prospects for you. For example, if you are specifically targeting a niche, you could ask a question that your ideal prospects should know but that the prospect who does not fit your niche may not be able to answer.
 
This first interaction should lead to a direct conversation, ideally a face-to-face one. It’s important to ensure the prospect has a favorable experience with each step of your process so that they will become eager with each step to become more engaged with you.
 
Using technology to support your face-to-face conversations, send prospective clients information that is of personal interest to them, and becoming a valuable resource for them round out the process. Technology makes each step more efficient.
 
With your personal touch and by letting your authenticity shine through, you can create a system that works reliably and, through which, your clients and you will be able to build a valuable relationship.

 

This Website Is For Financial Professionals Only


User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis

CFP CE Reviews

10
Average Attendee Rating
Poor Average Excellent
"great information - very helpful"
10
Average Attendee Rating
Poor Average Excellent
"Webinar was too basic for CFPs"
10
Average Attendee Rating
Poor Average Excellent
"bob is always superb - worked with at PwC in 1980s - suggestion: update the handouts to the new current limits effective in 2022 - i think it makes it..."
10
Average Attendee Rating
Poor Average Excellent
"Bob is always the best"
10
Average Attendee Rating
Poor Average Excellent
"Great as always!"
MEMBER REVIEWS 
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific