Winning the Wealth ManagementGame nov
Join Catherine McBreen, Managing Principal of Wealth Management Research at CEG Insights, for an engaging and transformative workshop to elevate your leadership skills and master the art of strategic networking. By combining empirical research from thousands of affluent investors with applied experience in coaching thousands of financial advisors, this session will provide actionable strategies to help you navigate the competitive landscape, differentiate yourself, and build robust professional networks.
Discover how to grow your business through net organic growth and capitalize on challenging market conditions to differentiate and expand your practice.
Learn specific actions to address client pain points, drive growth, and win clients from competitors who fail to meet expectations.
Develop techniques to ensure frequent and high-quality contact with clients, providing reassurance, answering questions, and deepening trust.
Gain insights into offering comprehensive wealth management services that align with client needs and position you as an indispensable advisor.
Learn how to seek referrals effectively, offer second-opinions services, and build a network of advisors to enhance your service offerings.
Attending this session will equip you with actionable strategies and practical tools to elevate your leadership abilities and enhance your client engagement. You will master the art of strategic networking, enabling you to build solid and lasting relationships and a robust professional network. This session will empower you to navigate the competitive wealth management landscape, differentiate yourself from competitors, and propel your practice to new heights of success. Don't miss this opportunity to transform your approach to wealth management and achieve exceptional results
