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Session 1: Strategic Differentiation - Be The Advisor Your Clients Crave
Session 2: Long-Term Care Planning Self-Study NYS Insurance CE Exam
Date:
Wednesday, September 8, 2010
Time:
8:30 am - 9:30 am - Strategic Differentiation - Be The Advisor Your Clients Crave
9:30 am - 10:30 am - Long-Term Care Planning Self-Study NYS Insurance Exam
The first program will begin at 8:30 am. You are invited to come early, for breakfast and networking, from 8:00 - 8:30 am.
Location:
Locust Hill Country Club 2000 Jefferson Road Pittsford, NY 14534
Credit:
Strategic Differentiation - Be The Advisor Your Clients Crave: No CE Credit
Long-Term Care Self-Study Exam:
5 hours of NYS Insurance CE Credit
5 hours of CFP CE Credit
Cost:
$10 for Members of the Greater Rochester NY Chapterof the FPA. $25 for Non-Members of the Greater Rochester NY Chapterof the FPA.
FREE for First-Time Guests (must be active in the Financial Services industry).
FREE for Members who have purchased a Season Pass for 2010-2011 (Season Passes are available for $50 which will enable you to attend ALL 9 of the Rochester 2010-2011 monthly breakfast meetings. This could mean a savings of up to $40!).
Reservation Deadline:
Monday, September 6, 2010
Session 1 Program: Strategic Differentiation - Be The Advisor Your Clients Crave
Think you know what attracts clients to you? Think again.
Financial advisors need to answer two questions in order to attract new clients:
1. Why do I need a financial advisor? 2. From all the advisors out there, why should it be you?
The key for a successful answer to number two is your competitive advantage, your strategic differentiator, and most advisors get it wrong. If you're not getting as many new clients as you would like, this is probably a big part of the reason.
This program will show you: - The keys to describing what sets you apart - Create a compelling description of what you do - Learn how to stand out in a crowded marketplace - Confirm what your clients value most - Enlist your best prospects to help you write your marketing plan.
Steve coaches financial advisors to be more effective and successful by developing more client-connected and client-driven practices. He consults financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, and implementing technology.
He entered the investment and financial planning industry in 1987. His most recent executive positions include President of Ensemble Financial Services from 2002 - 2010, and Chief Operating Officer of Wall Street Financial Group from 1998 - 2002.
Steve has been quoted in many trade and popular publications, including Financial Planning, Investment Advisor, Financial Advisor, Investment News and USA Today. He has presented to industry groups including the National Broker-Dealer Conference of the Financial Planning Association and the Investment Advisor Magazine Wealth Advisor Summit.
Session 2 Exam: Long-Term Care Planning Self-Study Course, Monitored Exam
A monitored exam will be given at 9:30 am. Participants who pass the exam will be awarded 5.0 hours of NYS Insurance CE Credit.
The Self-Study Course Materials were developed by FPA Member Andrea Graham, from Upstate Special Risk Services, Inc. We are grateful for her time and effort!
Cancellation Policy:If for any reason you need to cancel your reservation, please let us know by phone (585-410-1462) or email (admin@nyfpa.org) 24 hours in advance of the event. If you do not attend the event, and have not contacted us to cancel your reservation, you will be billed a "no show" fee of $10. Thank you.
Please register for this program by clicking the "Register for this event" link at the bottom of this page. If you are a member, you'll need to log in. If you don't know your userID and/or password, please call our chapter office at 585-410-1462 or email admin@nyfpa.org.
If you are a member and you would like to bring a guest, please call the chapter office.
Strategic Differentiation - Be The Advisor Your Clients Crave
Think you know what attracts clients to you? Think again.
Financial advisors need to answer two questions in order to attract new clients:
1. Why do I need a financial advisor? 2. From all the advisors out there, why should it be you?
The key for a successful answer to number two is your competitive advantage, your strategic differentiator, and most advisors get it wrong. If you're not getting as many new clients as you would like, this is probably a big part of the reason.
This program will show you:
The keys to describing what sets you apart
Create a compelling description of what you do
Learn how to stand out in a crowded marketplace
Confirm what your clients value most
Enlist your best prospects to help you write your marketing plan.
For more information:
Contact: Brenda Thornton Phone: 585-410-1462 Email:admin@nyfpa.org
Helpful Hint - To add event details to your Outlook calendar, click on the "Add to Outlook" link, then click open when prompted to do so. Then save it to your calendar.
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