Capturing High Balance IRA Rollovers
Demonstrates what the IRA rollover opportunity is over the next several years and how you can capture some of the $365 billion in assets at play through knowledge of what this investor is concerned about and what factors go into their advisor selection.
$49.95
Communicating Effectively With Investors
Understand the changing expectations of today’s investor regarding social media and communication and how you can adapt and meet these demands while growing your practice.
$49.95
Gaining the Business of Professionals (Doctors, Lawyers and Accountants)
Professionals are a highly educated group and have different standards with how they work with their financial advisors. Learn how these investors prefer to work with their advisors and what their top of mind concerns are.
$49.95
Navigating Social Media
With the social media landscape changing on a daily basis, find out which social media platforms are used by different types of investors and how financial advisors can best communicate with clients and prospects via these mediums.
$49.95
Mass Affluent Attitides Towards Retirement
Investors with a net worth of $100,000 to $1 million, not including primary residence are a large segment of the over 20 million individuals reaching retirement age over the next five years. Find out what their attitudes and motivations are towards retirement to better understand this essential client base and obtain more retirement business.
$49.95
Investors' Online Needs
Investors spend over 20 hours per week online, with a significant portion of that time on financial information. Find out how to take advantage of this captive online audience and deliver according to their expectations.
$49.95
Meeting the Needs of Business Owners
Having the ability to understand the unique challenges and financial goals of business owners is key to being able to properly gain and keep them as clients. Learn how business owners view the recession, their risk tolerance, attitudes towards real estate and much more. $49.95
Developing Client Loyalty
Every advisor has a goal for new business each year, but what about developing loyalty and trust with existing clients? Learn how advisors can develop those relationships and reduce attrition in the wake of recent years and the economic downturn. $49.95
Attitudes and Portfolios of Baby Boomers
Less than half of baby boomers enjoy investing, opening up an opportunity for an advisor that understands this population and their motivations and decision making factors. Gain insight into this key market group and how they view investing and retirement. $49.95
For more information contact Kathy Dordick at (224) 544-5329 or KDordick@MillionaireCorner.com
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