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APViewpoint Event: "Building AUM: The Cutting Edge"

Courtesy of Doug Short.

Upcoming Complimentary APViewpoint Event

Presenters: Presenters: Dan Solin, Robin Powell, Meredith Boggess

Wednesday, March 11, 2015 – 11 AM ET

Improving the effectiveness of your prospecting approach is key to gaining and deepening client relationships and building AUM. In this webinar, Dan Solin, author of The Smartest Sales Book You’ll Ever Read, will be joined by veteran marketers Robin Powell and Meredith Boggess to discuss current tactics, tools and technology you should be using to achieve your goals for growth this year. This event will feature three separate segments:

  • A Unique Video Strategy: Robin Powell will provide advice and tactics to help advisors use video marketing as an effective prospecting and client retention tool.
  • The Critical 4-Minute Window: Dan Solin will explain what drives investors to hire or reject an advisor during the first four minutes of a meeting, and what you need to do during this critical
  • timeframe to increase your chances of winning their business.
  • Marketing: What Works and What Doesn’t: Meredith Boggess outlines strategies and best practices for using digital and traditional marketing tools and content marketing to convert prospects to clients and build your credibility as an impactful source of news and insights.

There will be plenty of time for Q&A, and after the session Dan, Robin and Meredith will be available to discuss its content on APViewpoint.

To register for this event, login or join APViewpoint today at www.apviewpoint.com. Once you’ve joined, login and click on the APVIEWPOINT EVENTS link in the lower left-side navigation pane to be taken to a special APViewpoint Events registration page.

You must be a member of APViewpoint to register for this event.
APViewpoint Events are webinars that offer advisors the opportunity to gain insights on the markets, financial planning and practice management from some of the industry’s most respected thought leaders.
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