Wealth Management – January 2021
As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? In this article, 2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts, Robert Sofia of Snappy Kraken provides the results of a single poll question with input from 36 of the foremost financial industry marketing experts he knows who all made a prediction. Click to read Marie Swift’s prediction.
NAPFA Playbook Webinar – January 2021
Joe Lukacs of Magellan Mastermind & Network (www.coachjoe.guru) has coached thousands of financial advisors over the course of his 30-year career. He joined Playbook 2021 emcee Marie Swift of Impact Communications to talk about why most advisors fail to achieve their true potential and how creating a written strategic plan is the secret to next-level success. Click to access replay: Make 2021 Your Breakout Year!
Advisor Perspectives – January 2021
Bob Veres references the Conversations That Matter survey conducted by Marie Swift of Impact Communications (sponsored by Allianz and the RIA support team). He talks about The State of the Profession – and What to Look for in the Coming Year.
Mindset Mastery Podcast – January 2021
In Building a Life by Choice, Not Chance, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life. His expertise helps individuals find out what they want and then holistically create that in business performance, sales, leadership development, succession planning, mindset, and in their own personal lives. Access all the Mindset Mastery segments here.
As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? In this article, 2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts, Robert Sofia of Snappy Kraken provides the results of a single poll question with input from 36 of the foremost financial industry marketing experts he knows who all made a prediction. Click to read Marie Swift’s prediction.
NAPFA Playbook Webinar – January 2021
Joe Lukacs of Magellan Mastermind & Network (www.coachjoe.guru) has coached thousands of financial advisors over the course of his 30-year career. He joined Playbook 2021 emcee Marie Swift of Impact Communications to talk about why most advisors fail to achieve their true potential and how creating a written strategic plan is the secret to next-level success. Click to access replay: Make 2021 Your Breakout Year!
Advisor Perspectives – January 2021
Bob Veres references the Conversations That Matter survey conducted by Marie Swift of Impact Communications (sponsored by Allianz and the RIA support team). He talks about The State of the Profession – and What to Look for in the Coming Year.
Mindset Mastery Podcast – January 2021
In Building a Life by Choice, Not Chance, Speaker/Author/Coach Chris Yonker talks about reducing stress when we are facing critical, consequential transitions in business or life. His expertise helps individuals find out what they want and then holistically create that in business performance, sales, leadership development, succession planning, mindset, and in their own personal lives. Access all the Mindset Mastery segments here.
