December 2020 Virtual Member Meeting

 

December 15, 2020
1:00 PM CST - 4:15 PM CST
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You are invited to join us on December 15th for our last virtual Member Meeting of the year. Topics for the virtual meeting include the 4-step process designed to enhance your business structure systems and processes to deliver a differentiated and sophisticated client wealth management experience, and how to regenerate yourself and your business and create more action, confidence and focus for the brand new business world.  A more comprehensive description for each session is listed below.  We will also have a session to network and chat with your fellow financial planners since we are missing the in person opportunity to connect.

Meeting Agenda:
12:55 - Welcome and Opening Remarks
1:00  – Crafting a High Performance Practice - Nicole Pretzel Holahan & Wayne Badorf - Invesco
2:00 - Networking Session
2:30 – Break
2:45 - Regenerate Yourself & Your Virtual Business NOW! - Simon Reilly - Leading Advisor, Inc. 
4:15 - Adjourn

Presentation Descriptions:

1:00 - Nicole Pretzel Holahan & Wayne Badorf
Crafting a High Performance Practice
Every business, regardless of industry, is composed of two components: structure and people. If the business lacks a coherent structure and repeatable systems, that deficiency can stifle the productivity of even the most talented and engaged personnel. If, on the other hand, the business is well-structured but the people are misaligned and/or poorly trained, results could also suffer.

Crafting a High Performance Practice is a 4-step process designed to enhance your business structure systems and processes to deliver a differentiated and sophisticated client wealth management experience.

As a result of this program, the participant will understand:

  • Discover strengths and weaknesses of your practice
  • Help you analyze and enhance the structure and systems of your practice
  • Align your team within the practice for optimal performance
  • Create a specific plan and metrics to elevate your progress and performance

No CE for this presentation

2:45 - Simon Reilly
Regenerate Yourself & Your Virtual Business NOW!
Are you ready for a brand new business world?  Are you on a waiting list for success?  Is fear, procrastination and overwhelm crowding out your action, confidence and focus?

Would it be worth investing 90 minutes of your time to regain your energy, focus and activity by learning the following?

  • 3 Steps To Get Out Of Fear NOW! – learn how to dissolve the emotional contagion, hypertension and pain dumping
  • 6 Essential Tips To Get Out of Overwhelm – this infodemic is creating more overwhelm than ever
  • 8 Time Management Basics To Magnify Your Focus – working virtually requires time management basics like never before
  • 15 Virtual Advisor Tips – learn from my decades of working virtually with financial services professionals
  • 6 Key Questions To Create A Bigger Vision & Business Plan – key questions to get you and keep you on track
  • 7 Steps To Eliminate Time Bandits – there is a whole new set of virtual time bandits trying to rob you of your time while working virtually
  • 4 Questions To Ask To Prepare For A Strong Virtual Team Meeting – keep a strong virtual team connection
  • 5 Steps To Create Values Based Goals That Will Inspire You – reconnect to your passion for both your life and business
  • 7 Practices To Reset Your Mindset – 7 practices to keep you energized and focused


Join Simon Reilly of Leading Advisor, an expert speaker, author and business coach with 20 years of experience working virtually with financial advisors to understand how to regenerate yourself and your business now.  Regenerate Yourself & Your Business NOW and create more action, confidence and focus for the brand new business world!
No CE for this presentation

 

Register Now

Tickets

$0.00 Member Fee

$20.00 Non-Member Fee

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