Branding means different things to different people--at different times.  From the first sentence of an email you send, to your logo, and at every other point you interact, your brand is the impression held by others.  Sadly, financial planners often fall under the spell of 'good enough' as their firms shift and change.  They eventually miss out on the greatness an emotionally relevant brand can bring into their practices--and into their lives.  In this session, you'll learn the secret-code behind a super-powered brand where stories, unique experiences, and meaningful imagery combine to generate deeper client relationships, nurture positive change, and infuse energy into your Financial Life Planning practice.   

Helping your clients achieve their true life vision and align their finances with their goals and values often includes encouraging change in one or more facet of life.  In order to successfully navigate the changes you advise, clients must be intrinsically motivated and personally connected to their financial plan.  This presentation will explore the ways in which you can engage your clients and facilitate positive change by employing techniques related to understanding, empathy, reiteration, and clarification.  We will explore expert advice, psychological theory, and empirical research to discover why these areas are key to successfully motivating client change.  

While we all know that information is necessary for communication, we also know that information can be shared without true communication occurring. Without clear purpose and action, information gets shared and forgotten. This session is entirely focused on making sure that conversations are framed in a way that simplifies preparation and delivery for you,  ensures understanding and inspires action for your clients.   

Financial Life Planning can be a challenge to the most accomplished practitioner, but for one who is not centered him or herself, it is almost impossible.  Bob will share a simple system to help the advisor to keep balance in his or her life.  By relating his personal experience of over forty years as an advisor, he will impart a practical approach that anyone can use.  Implementing this structure will not only strengthen your consultative ability, but will also improve your sense of fulfillment and confidence in your own life journey.

In this session, Marty Kurtz will lay the foundation for meaningful dialogue by first sharing his experiences and insights regarding the multifaceted role of Financial Life Planner as Agent of Change.  What is the potential for this growth producing mindset in our own lives, our clients' lives, our communities, and within the financial planning profession?  
 
M.Q. Vice President, Amy Mullen, will then join Marty to pose questions that matter and facilitate conversations that count.  Join your peers in this spirited and collaborative session that will produce great ideas and action plans.  Lastly, Amy and Marty will guide us in a harvesting process to reflect on our time together, share meaningful highlights, and declare our intentions moving forward.  

By the end of this hands-on Social Media Boot Camp you'll be comfortable with the major social media platforms, and have gained a peer group who can help raise your social media visibility and maybe even your Klout Score. (Don't know what that is? Join us and learn!).  There is plenty of info out there on how to use Facebook and Twitter, but you need a plan that ensures you're spending your time in an effective, stress-free way. Register now for the Social Media Boot Camp and learn how to love the human connection.