FEATURED WORKSHOP:
"WHat's Working Now?"

Featured Workshop:

"What’s Working Now: How Top Advisors Land HNW Clients Even in a Financial Crisis"

Some advisors are doing incredible business even in the worst economy in 50 years. So how are they doing it? In this session, Maribeth Kuzmeski will share new research and explain specific, detailed tactics that elite advisors are using now to bring in new clients and gather more assets from their existing clients. These tactics are easily transferable, repeatable, and implementable. Attendees will leave with ideas they can use immediately to bring in new clients. You will learn:

New ways to network with high net worth individuals.
Strategies for working with charities and their main donors.
How to make your strategic alliance referral network work for both parties.
Methods to develop the necessary relationships and connections with high net worth individuals who will want to work with you.
Using the media – radio, TV, internet, magazines, newspapers and books – to gain the exposure that some celebrities receive.

Learn how you can bring the “What’s Working Now” workshop to your next event. click here