
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
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
WEDNESDAY, Feb 22, 2022 | 12:00 PM 1:00 PM Are you clear on the time you dedicate to revenue-generating activities? Your time is valuable, so prioritize your time. You must allocate your
WEDNESDAY, Jan 25, 2022 | 12:00 PM 1:00 PM At this time of year we often set ambitious life and business goals. We could all use a reminder of the things
WEDNESDAY, NOV 30, 2022 | 1:00 PM 2:00 PM ET How do you get a company to move from $100 million to $1 billion plus? How do you create an ecosystem
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
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,
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
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
TUESDAY, NOVEMBER 9, 2021 | 12:00 PM 1:00 PM Recognized as the most influential agent in NBA history, David Falk is known for his brutal honesty and candor. As someone who
WEDNESDAY, JULY 14, 2021 | 12:00 PM 1:00 PM Traditionally, we pursued prospects and converted them to clients. Today, high performers master the power of attraction.In building your brand, you have
WEDNESDAY, JUNE 30, 2021 | 12:00 PM 1:00 PM What motivates someone who has built an eight figure financial advisory firm to continue growing? John Nicola, the founder and CEO of Nicola
WEDNESDAY, JUNE 16, 2021 | 12:00 PM 1:00 PM Michelle leads Deloitte Canada’s Family Enterprise Consulting practice, working with family businesses, family offices and wealthy families on issues of governance and
WEDNESDAY, JUNE 2, 2021 | 12:00 PM 1:00 PM Protecting families is the main reason Terry Zavitz loves insurance. After 37 years in the business, Terry knows that disability and life
WEDNESDAY, MAY 19, 2021 | 12:00 PM 1:00 PM Ian Telfer is a Canadian executive and philanthropist who is known for his strategic business success in the mining and resource sector.
WEDNESDAY, MAY 12, 2021 | 12:00 PM 1:00 PM One of the world’s leading business thinkers, David Burkus’ forward-thinking ideas and bestselling books are helping leaders and teams do their best
WEDNESDAY, APRIL 21, 2021 | 12:00 PM 1:00 PM If building a successful practice or business and finding fulfillment for you and the people you care about interests you, this is
WEDNESDAY, MARCH 10, 2021 | 12:00 PM 1:00 PM You’ve begun thinking about how to take your practice to the next level and you’re curious about how others have built high
WEDNESDAY, FEBRUARY 24, 2021 | 12:00 PM 1:00 PM We get it. Today's clients are not just distracted, they are also distant and distressed. So how do you get them to slow
WEDNESDAY, FEBRUARY 10, 2021 | 12:00 PM 1:00 PM Do you feel like you are often missing the data or resources you need for your sales conversations? This is where sales
WEDNESDAY, JANUARY 27, 2021 | 12:00 PM 1:00 PM Join The OYRI Group Founder and President Dean Harder as he explores his unique approach to Conversational Selling. He will share how
WEDNESDAY, NOVEMBER 18, 2020 | 12:00 PM 1:00 PM Author and behavioral scientist Ande Frazier will provide us with insights into the future of the financial services industry. Women play a
WEDNESDAY, NOVEMBER 4, 2020 | 12:00 PM 1:00 PM Learn to design your conversations to close sales faster. You don’t have the luxury of time and neither do your clients. In today’s
WEDNESDAY, OCTOBER 21, 2020 | 12:00 PM 1:00 PM Dennis Serre cofounded Serre Financial with his wife Lisa. Together they have built a resilient business with a unique business model. Their
WEDNESDAY, OCTOBER 7, 2020 | 12:00 PM 1:00 PM According to communications scientist Haesun Moon, conversations have a major effect. Yet few of us are intentional about our conversations. At The