Three Requirements For Advisors To Make Money And Technology To Support It

Rodney Brim
10/26/12 4 PM EST
3.6
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How can you develop loyal clients? How can you stand out from other financial service firms clients might consider?

Attend this seminar if you are interested in the psychology behind developing and keeping a client list, about how you can use brain theory to grow your financial advisory business, and about a technology that supports deeper engagement with your clients.

At this webinar, you will learn:

• The secret to getting clients to follow-through on your recommendations.

• Why the numbers 1 and 6 are so important for your client’s brain

• Why the quality of your advice has less holding power with clients than you might suspect

• What’s really going on in your clients’ brains when they are talking to you, and why they hide it from you

• Why you are like talk about the wrong things with clients

• Why typical financial planning and investment tracking software don’t drive the expected results

Rodney Brim, Ph.D., has a 30-plus year record of coaching and leading individuals and organizations towards increased effectiveness and productivity. As an international consultant, trainer and speaker to leaders in business and government, he integrates clinical psychology, executive coaching, and his role as CEO of a performance management technology firm. His range of consulting engagements vary widely, with one recent engagement taking him to Abu Dhabi to work with Gulf Capital, the No. 1 private investment firm in the Gulf, and another bringing him to the Tablet division of Intel.

This session is not eligible for CFP or IMCA CE credit.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.


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3.6  (12)
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(Updated: October 25, 2012)
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5.0

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(Updated: October 25, 2012)
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4.0

started 15 minutes late, lots of technical problems, ended with more problems.

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(Updated: October 25, 2012)
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5.0

great material that needs to be repeated at regular intervals.

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(Updated: October 25, 2012)
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5.0

Great stuff- actually stopped multi-tasking during the presentation!

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(Updated: October 25, 2012)
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3.0

I would like to have seen more about the software and how the first part of the presentation (four quadrants) fits into the software.

Too bad about the technical difficulties :(

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