"How to Market in Today's World"
.png)
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Radical Relevance
Cut Through the Noise Win More Ideal Clients
In this just-in-time virtual session with Bill Cates, you will discover:
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.
This web class will be a high-content, note-taking, ready-to-take-action program.
Bring your questions and challenges to share with Bill for some real-time coaching.
Deirdre Van Nest is the go-to expert for financial advisors, leaders, and anyone in a client-facing role, on improving communication skills (whether one-one-one or with a group). She is a top-rated International Keynoter, and Trainer and the creator of the Crazy Good Talks® Blueprint, a practical communication system that teaches financial advisors, leaders and sales pros how to bring in business faster and impact more lives through the power of storytelling and making emotional connections. Deirdre is a regular contributor for Horsesmouth, a faculty member at the Hoopis Performance Network, and is called upon frequently for interviews on podcasts and TV talk shows.
Deirdre is a Certified World Class Speaking™ Coach, a Certified Fearless Living Coach, a contributing author of the Amazon bestseller World Class Speaking™ in Action and author of “Fire Your Fear™”.
She is an Italian/Irish New Yorker living in Minneapolis where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.
You can learn more about her services at www.CrazyGoodTalks.com. For more speaking tips, check out www.CrazyGoodTalks.com/tv.
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!
In this presentation you will:
Delvin Joyce is a Financial Planner with Prosperity Wealth Group, a full service financial planning firm located in Charlotte, NC.Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors while breaking several school and NCAA records. Shortly after leaving JMU, Delvin joined the New York Football Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kick returner. He retired from the NFL in 2005 and relocated to Charlotte, NC. Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006. He was quickly promoted to Manager, Financial Services in December 2007 where he recruited, trained and developed a team of Financial Services Associates. In 2009 he qualified for Prudential's President's Club Conference as one of the top 30 Managers of Financial Services in the country. In 2010 he was promoted to Associate Managing Director and then relocated to West Palm Beach to assume the role of Managing Director of the South Florida Financial Group in January 2012.In July of 2017, Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and companies achieve their financial goals with a focus on community empowerment through financial literacy. He serves on the board for Youth Development Initiatives Inc, a Charlotte based non-profit that provides support for disadvantaged youth. Delvin also currently serves as a Trustee for NAIFA and frequently advocates on behalf of the financial services industry.
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.
Copyright © NAIFA-Arkansas
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 501-263-0553
Fax: 703-770-8224
info@naifa-arkansas.org
