The financial services industry is changing. From government regulations to shifting demographics of current and prospective clients, financial service professionals need to refresh their knowledge and techniques to stay competitive in this new environment. This four-hour seminar will equip advisors with relevant knowledge and strategies to enhance their businesses and improve client relationships. A networking hour with food and cocktail reception follows the event.
Tuesday, August 23, 2016
1:00 PM to 5:00 PM Program
5:00 PM to 7:00 PM Cocktail Reception
Sheraton Atlanta Hotel Downtown
165 Courtland Street
Atlanta, GA 30303
Given the increasing competitiveness of the business environment in which we operate, the ability to differentiate ourselves has become critical to success. Whether searching for a new position, going up for promotion, or pursuing new clients, distinguishing and communicating our individual value proposition is key to creating and maintaining a competitive advantage. This presentation is designed to offer strategies for identifying, crafting, and delivering your personal brand story and better positioning yourself in the marketplace.
We have all heard about diversity and about millennials, but how often are the discussions blended together? This panel discussion will involve producers, and field leaders, talking about how the awareness and understanding of working with people of all generations and backgrounds can benefit not only their own practices, but the entire profession. Too often, people blame people who are not like themselves, just for being different. This panel will explore the opportunities amidst the differences.
Why do people make good and bad financial decisions? Through an overview of behavioral finance and decision-making models, you will learn how to help clients avoid financial mistakes based on predictably poor decisions. Finally, we will discuss the ethical impact of the “inside knowledge” of decision-making – especially how it dovetails with the new DOL rules.
The regulatory environment will demand that an increasingly broader spectrum of estate planning options be reviewed with your clients. As an advisor you must understand the tax implications and opportunities available to become the trusted advisor. How can you evolve your practice to present the most advanced advice on estate planning? This presentation will provide key insights to enhance your success in a competitive marketplace.