The Nine Worst Marketing Missteps
WEDNESDAY, Mar 29, 2022 | 12:00 PM 1:00 PM As a financial services professional, you know that adapting to a changing landscape is essential to engaging more clients and staying competitive. In
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Financial Services
Stop Pitching and Start Meaningful Conversations
WEDNESDAY, OCTOBER 05, 2022 | 1:00 PM 2:00 PM ET Have you ever met someone and felt a strong connection with them after talking just a few moments? Imagine how much easier
Women, Family Business and Legacy: The Great Wealth Transfer
WEDNESDAY, MAY 25, 2022 | 12:00 PM 1:00 PM ET An estimated $30 trillion to $68 trillion will be transferred from baby boomers to future generations over the next 20-30 years,
How to Be a Memorable Salesperson
TUESDAY, AUGUST 30, 2022 | 1:00 PM 2:00 PM Do you see yourself as a Memorable Salesperson? Perhaps, even more importantly, do the people you interact with see you as a Memorable
Stop Pitching!
WEDNESDAY, FEBRUARY 23, 2022 | 12:00 PM 1:00 PM ET In a world where NO ONE wants to be sold and prospects have unlimited options at their fingertips, cold pitching no
Avoid Irrelevance: Reinvent Your Financial Practice
Business school’s books and the internet are filled with examples of industries or companies that failed to heed the winds of change and now, they no longer exist. When my