Hot Ideas in a Cold Economy: How Others are Succeeding in Today's World
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Produced by the Society of Financial Service Professionals for Chapter Use
National Broadcast Dates:
November 18, 2009 – 1:00 – 3:15 p.m. (Eastern)
*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.
Financial services is a profession that has always shared its best ideas. This program is built around that very idea of sharing. It is a compilation of what financial professionals are doing in their practices to offset the effects of today's troubled economy and stay productive. The content includes ideas sent in by current members as well as a sprinkling of ideas taken from past VTCs. The ideas range from new sales techniques, how to make stronger networking connections, using technology or staff more efficiently, better marketing strategies…anything that practitioners are doing to find success. Because of the focus on practice and productivity, the program will not qualify for continuing education credits. NOTE: This program is NOT just for sales people but contains information of value to all financial professionals.
By the end of the program you will:
Who should attend?
Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and other financial professionals who are looking for strategies on how to stay productive.
Richard M. Weber, MBA, CLU, is a 42-year veteran of the life insurance industry, having been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 200 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his newest book is Revealing Life Insurance Secrets: How the Pros Pick, Design, and Evaluate Their Own Policies, published by Marketplace Books. Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has served on its national Board of Directors. In 2008, he received the Society's Kenneth Black, Jr. Leadership Award in recognition of his "... exemplary leadership qualities and significant contributions to the fulfillment of the Society's core values of ethics, education, and relationships." In 2009, Mr. Weber was elected to the NAEPC Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award and designation for "...significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning."
If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org