The 7 Biggest Opportunities Advisors Miss

Event Details

*For Professionals Only

The 7 Biggest Opportunities Advisors Miss

A Lawyer’s Perspective

The Financial Services Industry is under attack.
New regulations and “online” options threaten advisors…or do they?
Discover how new regulatory environment and “online” options are really the key to distinguish yourself.

In this 90 minute conversation, we will identify:

  • The core elements that distinguish great professional relationships from routine/comfortable ones and how they impact our clients
  • How to utilize 3rd party credibility in practice that is measurable rather than just in theory
  • What clients need to know and how that builds trust that leads to long term relationships based on value not perceived “costs”
  • Your strength and how to build a team (internal and external) to set you apart
  • All attendees will walk away with concrete strategies that will surely distinguish you and keep you focused on the “real” client (and prospect) needs

Monday, September 26th
Legacy Education Center
555 French Rd., New Hartford

: 12:30pm
Program: 1:00pm – 2:30pm

Thursday, September 29th
The Craftsman Inn
and Conference Center
7300 East Genesee St., Fayetteville

: 7:30am
Program: 8:00am – 9:30am


*For Professionals Only

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