APViewpoint Event: "The Tested Strategy That Increases Client Assets

Courtesy of Doug Short.

Upcoming Complimentary APViewpoint Event

Presenter: Dan Richards

Wednesday, March 18, 2015 – 4:15 PM ET

Sponsored By

In today’s time-pressed world, advisors need to make sure that every minute counts when communicating with clients. In this webinar, you’ll hear what today’s most successful advisors are doing to operate more effectively:

• The tested strategy that increases client assets;
• Your best use of time to start each day;
• Three minutes that make meetings more productive;
• How to get clients to look forward to your meetings; and
• The optimal way to wrap up a meeting

Dan Richards
Client Insights

Dan Richards is a 30 year veteran of the financial industry, during which time he built and sold two startups and in 2002 was recruited to lead a struggling broker dealer with 3500 advisors as CEO, helping stabilize the firm leading to its successful sale. For the past six years, he’s had a weekly column in Advisor Perspectives. He is also author of Getting Clients Keeping Clients: The Essential Guide for Tomorrow’s Financial Advisor, published by John Wiley and Sons and recognized as the best resource on client communication. For over 20 years, Dan has been an award winning faculty member at the Rotman School of Management at the University of Toronto, rated by the Financial Times as the top MBA program in Canada and in the top 50 globally.

This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.

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.