Category Archives: Financial Services

Elaine Bedel: Fast Growing Firm Powered by Loyal Employees and a Competitive, Courageous and Giving Spirit

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Being competitive is a healthy trait.

As CEO and Owner of Bedel Financial Consulting, Elaine shares her insights on how to build a successful career in the financial services – especially for women. She gives her list of things someone must possess before they go out and build their own business. Among other things, she’ll talk about the ways on how to earn your team’s loyalty and respect.

Next,

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Present & Deliver Your Value with the Same Confidence

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The industry discussion of advisor fees realistically does not take issue with fees themselves. The issue is with the communication of the value associated with the fees. Most advisors provide value beyond the assets under management fee structure. But in many cases, the fees are presented only in relationship to assets under management.

When fees are presented only as AUM-related then the only value really is the investment process that drives the investments.

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Roxanne Emmerich: From Playboy Club Meeting to Multi-Million Dollar Turnaround Specialist

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Hundreds of businesses worldwide are suffering from toxic, unmotivated workplace. And the effects are staggering: from sales dwindling to business folding.

So, how can we avoid such threat?

Let National Speakers Association hall-of-famer, Roxanne Emmerich, take you back to the basics. Discover how the long-forgotten “giving more than receiving” philosophy has helped her clients turn their businesses around for the better. Find out how she was able to work with top performing companies of America and triple,

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Susan L Combs: “4 Under 40” Leader Shares Secrets to Attracting More Women

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As immediate past president of Women in Insurance and Financial Services (WIFS), Susan L. Combs had to face challenges many executives are familiar with:

  • Leading large organization with diverse members
  • Dealing with business issues
  • Taking care of their family

Find out how she was able to be successful in being a leader, a business owner, and a wife.

Let her share with you key insights on how to better promote inclusion.

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Carolyn Paul: Finding and Keeping The Best People For Your Team

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How do you build a competent,  driven team in the midst of dynamic change in your organization? Are you doing the right things to keep your team motivated, move forward and produce?

Join Leadership Investment’s Woman of The Year, Carolyn Paul, as she discusses the importance of communicating and reaching out to your team in a personal level in order to bring progress to your organization.

Find out how she built her credibility and success in the financial services industry and how you can do it as well.

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