Bill Cates, CSP, CPAE

Referral Coach International - President

Radical Relevance

Cut Through the Noise  Win More Ideal Clients

What you do (or don’t do) to grow your business today will show up 3 to 6 months from now. If you put off working on client acquisition, you may be digging a deep whole in your business.

Deirdre Van Nest

Crazy Good Talks

THE EMOTIONALLY ENGAGING ADVISOR™

How to Increase Trust, Likeability, & Connection in 4 Minutes or Less

If you’re like most advisors, you know your competition is fierce and the marketplace is noisy. Whether you’re talking with prospects and clients 1:1, in a group setting, or online you’ve likely wondered, “How do I differentiate myself from my competition?”. To be the advisor of choice and to avoid being seen as a commodity this question MUST be answered. Because…

It’s no longer enough to be the smartest person in the room, with the most letters after your name. Today’s consumer demands human connection and transparency. It’s time to put away the complex charts, facts, and figures. Ditch the industry jargon. And show your clients, by becoming an emotionally engaging advisor, that you (and ONLY you) can make their financial dreams a reality.

But…ironically many advisors are looking for answers in the wrong place. It won’t be found in giving more facts and figures about your products or services; the answer lies within you!

What differentiates you from your competition and makes you the obvious choice, someone others want to follow is YOU; specifically, HOW you talk about what you do and WHY you do it.

This is where “crazy good” speaking and storytelling skills come in. The good news is every advisor can gain these skills!

Delvin Joyce, CLU, ChFC, RCIP

Financial Planner with Prosperity Wealth Group

STICKTOITIVENESS

Former NFL player turned Financial Planner, Delvin Joyce will share 7 lessons that he learned through athletics that helped him to successfully transition into the Financial Services Industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting as well as book recommendations that you can use to further your development.