Sunday, October 5 |
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10:30 AM - 11:45 AM |
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Working With Widows More Effectively |
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Alexandra Armstrong, CFP® |
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| CFP Board CE credit: 1.5 (pending approval) | |
| Learn from an experienced financial planner who literally wrote the book on the subject of working with widows and widowers. Find out what issues to be sensitive to and how to help these clients move ahead with their financial and emotional lives. Globally Relevant: Yes Career Level: All Competency: Technical Knowledge, Relationship Skills, Communication Skills CFP® Board Topic List: General Principles of Financial Planning, Client Trust & Communication |
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2:00 PM - 2:50 PM |
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Put It In Writing |
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Lisbeth Wiley Chapman |
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| CFP Board CE credit: 1.0 (pending approval) | |
| Discover how to translate what you do every day for your clients into lively and informative written copy for your financial plan, executive summaries, thank you notes, action plans and client quarterly newsletters - without running afoul of compliance. Globally Relevant: Yes Career Level: All Competency: Business Practice Management, Sales and Marketing, Communication Skills CFP® Board Topic List: General Principles of Financial Planning, Client Trust & Communication |
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4:30 PM - 5:20 PM |
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Prospecting in a Sound Bite World |
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Lisbeth Wiley Chapman |
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| Find out how to create succinct, effective, introductory material for editors and reporters that will capture their attention and position you as a trusted expert in electronic, print and broadcast media. You can earn media attention that your future clients want to listen to, watch or read. Globally Relevant: Y es Career Level: All Competency: Business and Practice Management, Sales and Marketing, Communication Skills CFP® Board Topic List: N/A |
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Monday, October 6 |
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8:45 AM - 10:00 AM |
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Building More Effective Communications Skills: Become a Better Financial Adviser! |
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Andrea J. White, MCC |
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| CFP Board CE credit: 1.5 (pending approval) | |
| Building and maintaining relationships with clients is an important aspect of being a financial planner. Learn the core characteristics that make planners effective counselors: unconditional positive regard, accurate empathy, genuineness and self-awareness. Each of these characteristics contributes to a strong foundation with clients and allows the relationship to deepen, increasing communication and building trust. Understanding the importance of these skills and the role they play in a client-based relationship will take your client relationships to a higher level. Globally Relevant: Yes Career Level: All Competency: Relationship Skills, Communication Skills CFP® Board Topic List: Client Trust & Communication |
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