2nd Wednesday of each Month @ 9 CST/ 10 EST
All are 60 minutes(15 minutes of Market Update from Drew, 30 minutes on the topic and 15 minutes for sponsoring Wholesaler)
Date |
Topic |
Sponsor |
1/5/2011* |
Investment Lineup Changes |
Blackrock
(Cullen Roberts) |
2/9/2011 |
Competitive Analysis |
Arbitrage Fund (Mike Constantini) |
3/16/2011 |
Last Minute Tax Details – Drew Watson |
TBA |
4/13/2011 |
Annuities – Travis Chaney |
RiverSource Annuities
(Allen Hamilton) |
5/18/2011* |
Fixed Income |
Goldman Sachs
(Tom Rossi) |
6/1/2011* |
ETFs |
TBA |
7/13/2011 |
Investment Lineup Changes |
Legg Mason
(Mike Orlando) |
8/10/2011 |
Competitive Analysis |
TBA |
9/7/2011* |
Structured Products |
HSBC
(Jeff Janz) |
10/12/2011 |
Year End Tax Planning |
TBA |
12/14/2011 |
Individual Stocks |
TBA |
1/5/2011 – Inside the investment mind of CAC Advisor Drew Watson (not responsible for the possible therapy needed as a result of getting inside Drew’s mind!)
Find out the “hot off the press” Investment Lineup from D2 Investment Guru and CAC Advisor Drew Watson. Discover which Individual Securities, ETFs, Mutual Funds and other portfolios Drew uses with small, medium and large clients. This is a great way to retool and refresh your Investment Lineups.
2/9/2011 – Round 1: What is your competition doing? Learn how to fire your competition based on their investment strategies.
Learn about your most common competitors’ approaches and investments they are using with your prospects. Leverage this to make it easy to bring in new clients and new assets. Somebody has to get fired in order for you to get a new client.
3/9/2011 – Tax Tips that will add value to your client relationships
Deliver more value with last minute tax tips to help your Top Shelf Clients write a smaller check to the government. Walk away with specific strategies to implement immediately.
4/13/2011 – Have the best of both worlds: Boost your GDC and protect your clients’ assets
Learn the latest about our available Annuities and how you can protect the gains you have made for clients. Learn about the different compensation options and what makes sense for you.
5/18/2011 – Want to know how to attract affluent assets?
Fixed Income! Learn how to align your investments with what affluent people wants. Don’t get too caught up in the equity game – fixed income is what affluent discerning clients want to discuss most with you. Putting clients in a fixed income mutual fund won’t cut it if you want to move up market. You will learn how to analyze and develop a fixed income strategy that exceeds average investment acumen.
6/1/2011 – ETFs: These flexible investments provide another valuable tool in your investment tool box
ETFs are one of the fastest growing investment products in America. Find out how you can leverage these to protect clients’ downside or give them significant extra income. Investment planning is no longer dependent on Asset Allocation alone – you must focus on product diversification to succeed in today’s investment world. Walk away with specific strategies and ETFs to leverage with your client portfolios.
7/13/2011 – Mid Year Review: Analyze what you need to throw away, keep and add to your investment lineups
Get the most recent Investment Lineup from D2 Investment Guru and CAC Advisor Drew Watson. Discover which Individual Securities, ETFs, Mutual Funds and other portfolios Drew uses with small, medium and large clients. Freshen up your investment approach with this important half time speech.
8/10/2011 – Round 2: Competitor Analysis
Learn about your most common competitors’ approaches and investments they are using with your prospects. Apply what you learn from investment guru, Drew Watson, to capture more new assets to increase your net flows. You will be able to scrub the competition for potential business as result of attending this webinar.
9/7/2011 – Does your fixed income strategy carry a silver bullet?
Structured Products are unique and built to help you bring in new assets. Learn how to use them in your portfolios and how to use them to attract new clients. Case studies and real life situations will be discussed to help you identify who in your client base is a good candidate for this investment ammunition.
10/12/2011 – 4th Quarter Tax Review: Proactivity can lead to a lesser tax bill for your clients and referrals from your client’s accountants
Help your clients take action to put them in the best possible position to lower their tax bills. You will be exposed to strategies that you can take action on to deliver enhanced value to your clients. Don’t be a historian like your CPA colleagues – help your clients predict their tax future.
12/14/2011 – Individual Securities: Too much work to offer them? Not if you want to work with the affluent and larger transfers/rollovers
Individual securities can be exciting and create opportunities with your clients and prospects. The more you move up market the more your knowledge with the analysis and recommending of individual securities becomes important. This crash course on individual stock investing will help you speak to your clients in a very intelligent and analytical way with your clients. If you want more million dollar (plus) clients – attend this webinar.
4th Wednesday of the Month @ 9 CST/10 EST
All are 60 minutes
Date |
Topic |
Sponsor |
1/19/2011* |
Marketing – Networking (Travis) |
TBA |
2/23/2011 |
Insurance Strategies (Ted) |
TBA |
4/20/2011* |
Marketing – Referrals and follow up (gifts) (Travis) |
TBA |
6/08/2011 |
Professional Development – Nido Concepts (Jon) |
TBA |
9/28/2011 |
Financial Planning (Brent) |
TBA |
10/26/2011 |
Marketing Planning – the Magic is in the Mix (Anjuli) |
TBA |
11/9/2011* |
Business Planning (Travis)
This one will be 1.5 hours LIVE from Owensboro, KY!!! |
TBA |
1/19/2011 – Turn your every day conversations into Marketing Results!
Unleash a new way to market and turn everyday conversations into opportunities to attract new prospects. Certified Master Coaches® Travis Chaney and Jon Randall discuss how you can effectively network and avoid the common mistakes that most advisors make. You will walk away with easy to implement action steps to turn your natural market into clients.
2/23/2011 – What is the fastest way to boost your GDC? Protecting Your Client’s Dreams
Do what is right and protect your clients from all their “what if’s”. If you are going to follow the Dream, Plan, Track model for your clients you need to protect your client’s dreams from death, disability, and long term care. If you are not willing to have the protection conversations with your clients, don’t worry about it – your competitors will. D2 Insurance Guru Ted Williams shares how he continues to add value to his client’s lives through protection planning.
4/20/2011 – Build Your Very Own Referral Army!
Referrals are the least expensive and most effective way to grow your business. Certified Master Coaches® Travis Chaney and Jon Randall discuss how you should be having these conversations and following up with your new referrals and top prospects. You walk away with the winning formula on how to identify the clients to ask for referrals, how to ask for referrals, how to coach your clients on what to say about you, and how to build an air tight follow up system. If your client acquisition efforts need a shot in the arm – show up for this webinar.
6/08/2011 – Scarcity versus Abundance Thinking
If your attitude was for sale – would you buy it? If so, how much would you pay for it? What you think is what you become. Travis Chaney shares the fundamentals of practicing the Art of the Possible to help you create an Extraordinary Life and Financial Planning Practice. If you want a mix of inspiration, motivation and common sense – attend this webinar. You will become a more effective leader and think bigger about your life and practice.
9/28/2011 – Price Versus Value: Which comes first?
CAC Advisor Brent Trentham and Certified Master Coach® Travis Chaney will share the premises behind properly pricing the value you offer with all products and services. Until you are nervous about a client saying no to your services about your pricing, you haven’t priced your value correctly. If you want to learn how to charge what you worth – show up to this webinar, take excellent notes, and implement what you learn. Your GDC will go up rapidly!
10/26/2011 – Marketing Approaches: Spray and Pray or Target and Harvest
A lot of advisors try many different marketing techniques (i.e. the Spray approach) while Praying that the Spraying will work. Why not identify specific opportunities that best plays to your strengths so you can Target and Harvest new clients. The magic is in the mix when it comes to marketing. D2 Marketing Gurus Travis Chaney and Anjuli Kumar will walk you through building a High Definition Marketing Plan to continually attract new High Value clients.
11/9/2011 – 2011 Business Planning: Script it and Live it!
Live from Owensboro, KY Certified Master Coaches® Travis Chaney and Jon Randall take you through business planning fundamentals at our annual Business Planning Session.
Quarterly – 3rd Wednesday @10 CST/ 11 EST
All are 60 minutes
Date |
Topic |
1/12/2011 |
E-Signature – Speed up paperwork processing! (Meredith) |
4/20/2011 |
Office Branding / Driving referrals (Anjuli) |
8/17/2011 |
Client Meeting Prep think tank (Meredith) |
10/19/2011 |
Taking Contact Manager to the next level (Meredith) |
1/12/2011 – Want to eliminate paperwork and process business faster?
Learn how to use E-signature to make your life easier!
4/20/2011 – How can YOU help bring in new clients?
Learn how to brand your office for success and help advisors get more referrals that turn into new clients.
8/17/2011 – Can your Meeting Prep get better?
Staff Think Tank to overcome your obstacle and roadblocks and learn what other top practices might be doing that you can implement.
10/19/2011 – Would you like to get more organized and make your life easier?
Take Contact Manager to the next level! Learn how to maximize this tool to make your day at work easier.
Quarterly @ 9 CST/10 EST except for 03/09/2011 which will be at 11 CST/12 EST
All are 60 minutes
Date |
Topic |
3/9/2011 – 11 am CST |
Creating Appropriate Deliverables Efficiently |
5/19/2011 |
Q1 Naviplan Advances |
6/6/2011 |
Protecting Resources & Wealth Using FP Tools |
11/2/2011 |
Accelerate in the 4th Quarter - It's When You WIN and When You |
3/9/2011 – Are your deliverables taking too much time to produce?
Learn how to efficiently create appropriate deliverables! Stop wasting time or your team’s time.
5/19/2011 – Are you keeping up with the latest?
Fine out the newest features of NaviPlan and recent updates.
6/6/2011 – Is the value you deliver the best it can be?
Do more for clients on what matters most to them – protecting resources and wealth using Financial Planning tools.
11/2/2011 – Are you ready to sprint to the finish?
Finish the year strong! Strategies to maximize your plan production and support your growth.
* Adjusted due to holiday, workshop, conference or other conflict.
