Referral Coach International – founded by Bill Cates – works with financial advisors who want to build thriving referral-based businesses and with companies that want to build a stronger referral culture. Through live training and boot camps, coaching programs, and video-training programs, RCI teaches a proven referral system that produces tangible, measurable results. Subscribe to their electronic newsletter “The Referral Minute” and receive the free report “7 Deadly Referral Mistakes.” For many free and affordable tools, go to: www.ReferralCoach.com or call 301-497-2200.
Business keynote speaker, Shawna Schuh, is an extraordinary storyteller, who works with corporations and associations to develop People Skills that relate to everyday life and business. Visit Shawnaschuh.com to learn more.
The Lennick Aberman Group (LAG) is a performance enhancement consulting firm designed to improve individual, organizational and leadership performance. LAG works with clients to achieve sustained optimal performance in the areas of: Business, Athletics, Non-Profit, Education, and more... Based in Minneapolis, LAG features seven full-time partners with executive experience and expertise in psychology, financial services, human resources, coaching and more. LAG enhances the effectiveness of financial planning advice by more explicitly adding the concepts of Behavioral Advice. LAG trains, develops and improves the moral and emotional competencies necessary to deliver superior portfolio performance. www.lennickaberman.com
Lennick Aberman Behavioral Advice – We believe Behavioral Advice is a game changer as it relates to working with clients. Behavioral Finance/Advice has existed for several years, working in conjunction with the field of traditional finance. In brief, financial advice is based primarily on Nobel Prize-winning, modern portfolio theory. All learnings related to asset allocation, efficient frontier and model portfolios remain important. However, all are based on the premise that investors and consumers make rational decisions without bias and essentially will trade-off decisions based on risk and reward potential. Behavioral Finance is the psychological angle on this topic. In theory, it's interesting to believe that everyone will behave rationally, but in reality, people frequently behave irrationally. Irrational behaviors are often stimulated by extreme emotions, either positive or negative.
Top 5 Benefits of Behavioral Advice:
- Training financial advisors to practice Behavioral Advice and deliver it to their clients is the biggest differentiator in the financial services industry today.
- Helping financial advisors manage their own emotions while helping their clients manage theirs during difficult market conditions will enable them to deliver superior client portfolio performance.
- Behavioral Advice training not only supports client satisfaction and retention but also impacts advisor satisfaction, retention and performance.
- Behavioral Advice will not replace financial planning. It will simply increase the effective usage of the financial plan by improving decision-making behavior.
- Financial advisors who develop their Behavioral Advice competencies will ultimately improve their leadership of staff, associates, clients and themselves.
Dynamic Directions knows the importance of strategic partnerships in business, as such we have aligned ourselves with strategic partners to help us stay up-to-date on coaching methods and trends that will help us empower you to greater success in your business and personal life.