Implement NOW 2015

Michael-KitcesThe Client Experience Starts Sooner than You Think
Michael Kitces, CFP®, CLU
Partner and Director of Research, Pinnacle Advisory Group
Publisher, The Kitces Report & Nerd’s Eye View

In Michael’s session, you’ll learn:

  • How to remove the ‘work’ for the prospect and make it easier to find you
  • When to fire your web site designer
  • How to transform your business drastically with a few focused steps

Free Issue of The Kitces Report, a bi-monthly newsletter, bringing you analysis and insights on advanced financial planning strategies. Click to receive your FREE GIFT.

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Stephanie-SammonsLaunch Your Own Podcast
Stephanie Sammons, CFP®
CEO, Wired Advisor

In Stephanie’s session, you’ll learn:

  • Tips to plan your content (how much, what kind, and more!)
  • How to get your podcast on iTunes
  • Tools to make recording easier and faster

Plus we share two inspiring books we love!

The Wired Advisor’s Guide to Podcasts – Claim your step-by-step guide to help you launch this powerful content marketing strategy. Email stephanie@wiredadvisor.com with subject line: Podcast Guide.

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Jay-PalterDeliver Real Value Through Content Curation
Jay Palter
Social Advisory

In Jay’s session, you’ll learn:

  • The 6 reasons why curation should be the foundation of your online strategy
  • How to contextualize the content you share
  • How to avoid being part of the “noise”

Free weekly content to share! Subscribe to Jay’s Pay it Forward. It’s simple. You give Jay your email address, and he gives you ideas, insights and content to share in your networks. Click to receive your FREE Gift.

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David-MehlhornGet the Most out of your CRM
David Mehlhorn
Director, Redtail Technology

In David’s session, you’ll learn:

  • How to map processes and create workflows
  • How to leverage your CRM to improve the experience you offer
  • How to make your life (and your staff’s life) easier

Sign up for 30-day Free Trial of Redtail CRM. Redtail’s been successfully designing CRM solutions—in the cloud!—specifically for financial professionals since 2003! No one else can say that. Automated workflows, an intuitive user interface, and integrations galore. That’s working smarter! Click to receive your FREE Gift.

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Blane-WarreneCyber Security for Advisors
Blane Warrene
Co-Founder QuonWarrene, Digital Well Podcast

In Blane’s session, you’ll learn:

  • The challenges advisors face and steps to sure up their personal and business security.
  • 3 tips to establish a strong security baseline (Plus 3 more for veteran advisors!)
  • How to ‘let go’ of the security worry and focus on what you do best

7 Cyber Security Tips & Resource Guide. Click to receive your FREE Gift.

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Josh-TurnerLinkedIn Strategies for Advisors
Josh Turner
Founder, Linked Selling, LinkedInUniversity.com

In Josh’s session, you’ll learn:

  • Tips to improve your LinkedIn Profile
  • How to differentiate yourself in a crowded space
  • The “comfortable way” to generate referrals

Access more free training: Create a Massive LinkedIn Referral Network with THE Most Influential Players in Your Market. Click to receive your FREE Gift.

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Julie-LittlechildDeepen Your Client Engagement
Julie Littlechild
President, If Not Now Research

In Julie’s session, you’ll learn how to:

  • Segment your client base
  • Communicate effectively to each segment
  • Align your service offering(s) with your resources

3 Ideas That Will Transform Your Business. Click to receive your FREE Gift.

The Spotlight will feature one outstanding advisor every month who will candidly share his or her thoughts on success, failure and the specific tactics that have transformed their businesses.

Offering:
May’s The Spotlight featuring Jack Thurman (including the previous spotlight featuring Katherine Liola)

Bonus: Cost is regular $79
but we are giving it away for $15 (with an extra spotlight for free)

URL Link: https://spotlight.ifnotnowresearch.com/event/register
Voucher Code for discount: Ifnotnow?

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Baz-GardnerTake Control of your Online Reputation
Baz Gardner
Founder, The Social Adviser

In Baz’s session, you’ll learn how to:

  • Get over ‘perfection’ and get into action
  • Communicate your true value
  • Break out of the “box” and stand out online

Access more free training: LinkedIn Unlocked – Securing Your Professional Brand. Click to receive your FREE Gift.

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Alan-MooreTechnology & Your Practice
Alan Moore, CFP®
Co-Founder, XY Planning Network

In Alan’s session, you’ll learn how to:

  • Be location independent
  • Improve efficiency through technology
  • Support living “Your Great Life”

“The Virtual Advisor.” This eBook explain why working virtually makes sense for both you and your clients, how to set up and efficiently run a virtual business, and what you need to know to handle compliance issues and marketing yourself both locally and online. Click to receive your FREE Gift.

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Carl-RichardsKeep it Simple: Communication Skills that Put the Client First
Carl Richards, CFP®
Author, The Behavior Gap & The One-Page Financial Plan

In Carl’s session, you’ll learn:

  • The 3 reasons people hire an advisor
  • Who is at risk of being replaced
  • How to give a remarkable experience
  • What souvenir marketing is and why it works

Plus, Carl shares his challenge exercise to improve your relationships right from the first meeting (you’ll need a stop watch!)

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Kristen-Luke10 Ways to Achieve Work / Life Balance
Kristen Luke
CEO, Wealth Management Marketing, Inc.In Kristen’s session, you’ll learn:

  • Plan and defend your calendar
  • Stay accountable to your personal goals even when work gets busy
  • How to do what only what inspires you at work

Plus Kristen will tell you the next person you should hire!

10 Ways to Achieve Work / Life Balance – Get a copy of Kristen’s tips to help you find balance between your career and life outside the office. Click to receive your FREE Gift.

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Jim-StackpoolHow to Price Your Services by Value
Jim Stackpool
Founder, Strategic Consulting & Training

In Jim’s session, you’ll learn:

  • Why advisors should not set their own price
  • What value pricing really is and why it’ll become the norm
  • How to balance your initial survival (“I need money”) with setting healthy pricing habits
  • How to break out of your comfort zone and raise your prices

Access More Free Training plus download Jim’s book,Delivering Certainty: The Secrets to Engaging Financial Advice Clients. Click to receive your FREE Gift.

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Bill-WinterbergBuild Trust Online with Video
Bill Winterberg, CFP®
Founder, FPpad.com
Co-Founder, Building Trust Online

In Bill’s session, you’ll learn:

  • Why using video can set you apart
  • How to improve your Hypermedia Skills
  • Techniques to make your videos better (plus, where and how to start!)

Sign up to be the first to know when Bill’s virtual coaching “Building Trust Online” video training course is released. Click to receive your FREE Gift.

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Steve-LockshinTechnology, Outsourcing & Your Clients
Steve Lockshin
Partner, Betterment Institutional

In Steve’s session, you’ll learn:

  • How to leverage RoboAdvisors’ technology to simplify running your practice
  • What the biggest threat to advisors really is (no, it’s not Robo’s)
  • How to deliver service the way your clients want you to

Download 2 PDFS:Choosing an Advisor (Checklist/Form)Getting Some Answers (Answer Key)

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Cliff-GoldsteinContent Marketing, Blogging, & Engaging Online
Cliff Goldstein
Advisor Relations, Ask An Advisor, NerdWallet

In Cliff’s session, you’ll learn:

  • Leverage your energy and time to reach MORE people in your target audience with ONE effort.
  • Get quoted in national and local publications
  • Gather social proof, and much more!

Free access to NerdWallet’s Advisor Resource Center. Click to receive your FREE GIFT.

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Amy-MullenImprove your Prospect and Client Meetings
Amy Mullen
Vice President, Money Quotient

In Amy’s session, you’ll learn:

  • What questions and exercises are effective
  • Which tools help support open conversation
  • How to incorporate whole life planning into your process

4 downloadable tools to improve the quality & effectiveness of your prospect and client meetings. Click to receive your FREE GIFT.

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Jamie-CornehlsonTurn Your “Practice” into a “Business”
Jamie Cornehlsen, CFA
Founder, AUMinaBox

In Jamie’s session, you’ll learn:

  • Strategies to navigate the 7 stages of having a business
  • Tips to manage real priorities vs.“urgencies”
  • How to direct your energy to what you do best (and delegate the rest)

Download the “21 Point Day Scorecard” – hold yourself accountable and achieve sales growth! Click to receive your FREE GIFT.

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Scott-BurnsYour Sticky Experience: Deepen Your Value with Technology
Scott Burns, CFA
Co-Founder, Guide Financial

In Scott’s session, you’ll learn how to:

  • Complement Your Advice with technology
  • Attract Prospects to test-drive your experience
  • Make it easy for clients to stay

Free 15 Day Trial of Guide Financial – Enabling financial advisors and institutions to provide comprehensive guidance to every client. Click to receive your FREE GIFT.

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Sheryl-GarrettFiduciary Standard and What it Means for Your Practice
Sheryl Garrett, CFP®, AIF®
Founder, Garrett Planning Network

In Sheryl’s session, you’ll learn:

  • Insights from her recent White House experience
  • The 5 Core Principles of being a fiduciary
  • What you can do to separate yourself from industry negativity and stand out as a “good guy or gal”

Fiduciary Oath Certificate & Cover Letter. Click to receive your FREE GIFT.

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sophie-judeDigital Marketing: How to Create Your Online Success
Sophia Bera, CFP®
Jude Boudreaux, CFP®

Co-Founders, Social Financial Planner

In Sophia and Jude’s session, you’ll learn:

  • Strategies to help you show up in google
  • How to build your newsletter list
  • How to leverage your blog and social media to catch the attention of ideal clients and the media

Download their free guide: 10 Easy-to-Implement Twitter Tips for Financial Planners. Click to receive your FREE GIFT.

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