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Networking Strategies and Strengthening Client Relationships for Financial Advisors - Tips & Touches for Generating New Referrals and Getting More Business from Current Clients (ExecSense Webinars)
ExecSense, July 2010, Minutes: 60
In Networking Strategies and Strengthening Client Relationships for Financial Advisors, ExecSense examines tips and touches for enlarging your circle of contacts, generating new referrals, and getting more business (and assets to manage) from current clients. Take the 60 minutes to view this webinar (on your computer, mobile phone, iPod or printed out) to learn easy-to-implement ways to bring in more business, take advantage of new tools such as social networking sites, and strengthen the foundation of your practice as a financial advisor.
Upon ordering, ExecSense will email you a link to download the webinar for viewing on your computer, mobile media device (iPod/iPhone, Blackberry), or printed out. The downloaded files will include the PowerPoint presentation, audio narration and jpeg images of the slides (for watching on your mobile media device).
The webinar is led by an expert on networking strategies specifically for financial advisors (Jessica Miller-Merrel, CEO of Xceptional HR), and focuses on:
- Everything you need to know in 60 minutes about easy-to-implement ways to be a better networker as a financial advisor
- How to use new technologies (such as Facebook, LinkedIn and other social networking sites) to generate new referrals and enlarge your circle of contacts
- The ten most common situations financial advisors find themselves in socially/professionally and how to be a better networker in each of these events
- Tips and touches for how to cement relationships with existing clients that are very important to your practice and how to manage more of their assets over time
- Insights from other financial advisors on their personal strategies that work best, how these strategies are different than in years past, and important lessons learned that you can capitalize on immediately
Praise for ExecSense Webinars:
“Well organized, well articulated, and easy to follow. The ExecSense webinar I attended was the best virtual learning experience I've had in quite some time.” - Brian K. Moore, HR Communications, Humana
“Dynamic, up-to-date resource...” - Tina Ferguson, CEO of Rapid Success Partners
“ExecSense webinars are convenient and on-point…an intelligent discussion on a very relevant subject.” - Meghan Wulff, Focus Management Group
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