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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Webinars On Demand
How to Prioritize Time by Focusing on Your Revenue Generating Activities
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
How to Meet Your Health and Wealth Goals in 2023
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
How to Implement Successful Business Ideas with John Ruffolo
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
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
Lessons From the Man Who Helped Make Micheal Jordan
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
Building Your Brand – Mastering The Power of Attracting Your Clients
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
The Drive To Excel
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
Resilience and Family Business
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
The Changing Financial Advisory Practice
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
Lessons from a Hall of Fame Entrepreneur
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.
Leading From Anywhere
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
Building Your Business – Designing the Business that Is Right for You
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
The Secret Sauce of High Performing Advisors
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
Building Relatability in a Virtual World
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
Sales Enablement in a World of Conversational Selling
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
Entering The World of Conversational Selling
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
Women, Wealth, and Worth: A Conversation with Ande Frazier
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
How Do You Get To Yes Faster? – [Watch Recording]
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
Bulletproof Your Business with a Balanced Client Mix
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
Conversations Create The Future
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