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Speaker topics - practice management
He's got game
This session provides participants exposure to Russell's practice management concepts and tools. As advisors endeavor to grow their business, they need to make strategic decisions about their target market and the services they deliver. He's Got Game highlights a three-pronged approach to client segmentation. The move-up process, disengagement, and implementation of a one-to-many service model will equip advisors to take their business to the next level. The end result is a service model that "wows" clients and is the prerequisite for viral marketing and call-in leads.
Endemic marketing
In this session we discuss how leading financial advisors leverage their existing client base by using endemic marketing techniques as their demand-generation engine. We present methods for winning the hearts and minds of clients by empowering them with a message that results in referrals that fit your strategic focus.
Seven habits of highly ineffective advisors
We outline the seven common myths that advisors have about practice management and demonstrate how these myths may be derailing plans to build your business. Participants receive sound, strategic advice on how to overcome these myths and become part of an elite group of wealth managers who strive to improve financial security for their clients. Our approach can help you differentiate your business and build a value proposition that rises above the noise of the investment marketplace.
Speakers available on this topic
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Steve Moore, Director, Practice Management
Topics:
Practice management
Full Profile |
Please note: The topic descriptions represent a sample of recent Russell presentations. Russell speakers tailor their remarks and content for each audience they address.
RFD 07-7124
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