SPEAKERS

"The Future of Advisor Growth Marketing"

Today’s consumer requires a human and digital-first approach. Your prospects and clients are searching for a financial advisor they can authentically connect with, who matches their worldviews, and stays connected with them digitally. Rather than relying too much on your credentials and perceived expertise, which are both largely commoditized today, advisors who adopt a New Skool marketing mindset are experiencing tremendous growth.

In this session Candice and Megan will share examples of advisors who are growing their business with the New Skool marketing mindset. They’ll also give you to the two simple but powerful questions to get you started on your growth marketing journey.

Here is what they will cover:

-              Advisor marketing: What has changed, why, and what is next

-              The future is human and digital-first

-              The New Skool mindset

-              2 key-questions that will align your marketing efforts with growth

-              Real life advisor examples

Read Candice's Bio

"The Future of Advisor Growth Marketing"

Today’s consumer requires a human and digital-first approach. Your prospects and clients are searching for a financial advisor they can authentically connect with, who matches their worldviews, and stays connected with them digitally. Rather than relying too much on your credentials and perceived expertise, which are both largely commoditized today, advisors who adopt a New Skool marketing mindset are experiencing tremendous growth.

In this session Megan and Candice will share examples of advisors who are growing their business with the New Skool marketing mindset. They'll also give you to the two simple but powerful questions to get you started on your growth marketing journey.

Here is what they will cover:

-              Advisor marketing: What has changed, why, and what is next

-              The future is human and digital-first

-              The New Skool mindset

-              2 key-questions that will align your marketing efforts with growth

-              Real life advisor examples

"Buying Signs"

For years, financial advisors followed the conventional wisdom by mirroring the body language of prospects and clients to establish rapport. Ironically, we now find that this strategy often works against you.

In a first meeting, prospects are often guarded, uncertain, or even wary. Mirroring them makes you seem that way!

In this presentation, you’ll learn a far more effective approach for using body language to connect with prospects and earn their trust. Remember, ‘They have to buy you, as a person, before they will buy anything from you.’

The goal of this program is to refine the nonverbal communication skills of both individual and teams of financial advisors so that when meeting with prospects and clients they have an enhanced opportunity to continue to grow their practices one household at a time.

"Disrupt Yourself: Driving Change, Growth & New Opportunities On Purpose!"

Change. Disruption. Transformation. It’s no secret that human beings crave consistency - and we dislike change. In this program, Morris Morrison will energize, entertain and inspire you to abandon your need for certainty, and embrace the opportunities that come with change. You will be equipped with the required MINDSET needed to abandon comfort, and create new disciplines that will position you as a DISRUPTOR. This program will give you the spark you'll need to drive change - on purpose - and push through organizational challenges to achieve exceptional results.

Read Morris's Bio