Tools - Audio

LIVE at CONNECT National Conference

LIVE at CONNECT National Conference

08 Mar 2017

Podcast LIVE at the 2009 Securities America National CONNECT Conference.  Register, listen and download.

Enhance Your Marketing Through “T.M.I.”- Live at FPA: Nebraska Chapter

Enhance Your Marketing Through “T.M.I.”- Live at FPA: Nebraska Chapter

08 Mar 2017

Market research can't begin until you have defined your target markets. The mass affluent marketplace is a very broad definition, your ability to identify individual target markets will allow you to refine your marketing efforts and target specific groups...

Interview on Client Acquisition Strategies with Marie Swift

Interview on Client Acquisition Strategies with Marie Swift

08 Mar 2017

Listen to our live interview with Marie Swift from Impact Communications at the FPA Business Solutions Conference. Kirk Hulett and Marie Swift discuss the topic Client Acquisition Strategies. Marie talks about utilizing PR to differentiate themselves from other advisers.

Referable Client Events- Live At FPA: Nebraska Chapter

Referable Client Events- Live At FPA: Nebraska Chapter

08 Mar 2017

Referable Client Events can be time consuming and costly. Listen to this podcast and catch the good word from the Practice Builders.

The Great Cialdini Does It Again!

The Great Cialdini Does It Again!

08 Mar 2017

The Master Series Team introduces you to one of the greatest books for financial advisors to read. Check out, Influence: The Psychology of Persuasion by Robert Cialdini. This book covers a total of six themes. The Master Series Team profiles...

Client Relationships Mistakes To Avoid

Client Relationships Mistakes To Avoid

08 Mar 2017

Tune in to hear the Masters Series team along with Karen Lee, our guest speaker from Karen Lee & Associates, as they give tips to help advisors be more successful in their client relationships. Hear Karen's advice on what...

Comprehensive Financial Planning

Comprehensive Financial Planning

08 Mar 2017

Today, the Master Series Team along with guest Deborah Fox discusses how to create a Comprehensive Financial Planning Practice. Learn the benefits of providing true comprehensive financial planning services to your client. Deborah describes how a fully systematized practice can...

Working with Mass Affluent and Retiree Niche

Working with Mass Affluent and Retiree Niche

08 Mar 2017

Securities America's survey of million dollar advisors found that 83% focus on mass affluent retirees as their niche. The mass affluent market provides a great opportunity for advisors, especially if they concentrate on a specific company or industry in their...

Shark Attack: A Lesson on Succession Planning

Shark Attack: A Lesson on Succession Planning

08 Mar 2017

Succession planning is crucial to practices of all sizes. Listen in as Paul Lofties visits with one of Securities America's elite million dollar producers, Max Briggs, as he tells his personal succession planning story. Max describes the challenges he...

Show and Tell: Junior Advisor Job Shadowing

Show and Tell: Junior Advisor Job Shadowing

08 Mar 2017

Would you like to be more efficient in your business through effectively delegating the servicing of some clients to a junior advisor? Kirk Hulett and Chris Kirby address how to grow your business by successfully hiring and training a junior...

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