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Teaming Webinars & Education
Webinar: "How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients"
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
Program Description: The more complex the wealth, the more sophistication is required of each advisor. It is not possible for one individual or even one firm to have the ability and skill to advise regarding investments, taxes, wealth transfer, business succession, risk management, family wealth issues, valuations, philanthropic strategies and the interrelationship between them all. This presentation will focus on how to form and focus superb estate planning teams that will serve the best interests of clients.
To register to hear a replay of the webinar provided as a part of NAEPCs Robert G. Alexander Webinar Series, click HERE.
Webinar: "Increasing Client Receptivity from the Right Side of the Table"
Todd Fithian
Program Description: You are not a commodity. The problem, however, is that the market thinks you are. Our industry is an interesting one, a fascinating one. Most advisors we’ve met either knowingly struggle with being viewed as a commodity, or unknowingly struggle with actually being a commodity. That is, either they realize they are viewed as a commodity and are doing something about it, or they don’t think they are a commodity, even though the market thinks they are. There are hundreds of thousands of people across the country purporting to do exactly what you actually do; even if that’s not really what they’re doing. That’s why it’s so important to decide to draw the line once and for all; to ensure you are seen for the value you bring.
To register to hear a replay of the webinar provided as a part of NAEPCs Robert G. Alexander Webinar Series, click HERE.
Webinar: "Meet the Rileys, Can this Case be Closed?"
Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
Program Description: Join with us to plan for J.D. and Mary Riley, age 70, as they plan to exit their $18 million S-Corporation and transition to greater giving and community engagement. What holds them back as they contemplate signing off on their plans? Where might our process have gone wrong? Can the case be saved? This program is intermediate to advanced.
To register to hear a replay of the webinar provided as a part of NAEPCs Robert G. Alexander Webinar Series, click HERE.
We want to hear from you! If there is a webinar or educational event you think would be a good fit, please email us.
See Guide to Teaming.