An Authentic Investment Philosophy: Speaks Volumes, Gets More Clients Faster (FSPgo On-Demand Webinar)

Program Overview

In today’s world what you do is simply a commodity until the prospect knows WHY you do it and WHY it’s important to you. The same holds true with your investment strategy; the challenge is to express your approach and philosophy in a way that simplifies, not confuses, clarifies not overwhelms. Understanding what you truly believe (without using industry terms charts and graphs) is the foundation of a message that makes a BIG impact. During this presentation, you will learn a totally new approach to presenting your investment philosophy and strategy in a way that is clear, compelling, totally authentic, and generates trust and commitment faster.

You Will Learn:

• What you believe is the essence of any great message
• How to articulate your beliefs in a way that makes perfect sense
• How to turn your investment strategy into your most powerful tool for growth

Featured Speaker:

Adri Miller-Heckman

Adri Miller-Heckman is a globally recognized speaker, author and consultant in the financial industry. Her clients describe her as a powerful influencer, highly motivational and the leading expert on women and financial services.  Adri challenges her audience to expand their vision of what is possible. She eloquently transforms thinking from linear to creative, traditional to innovative while redesigning long held industry concepts. Adri provides new solutions, systems and tools that are innovative, female friendly fueled by passion that drives growth. As a former advisor and National Training Officer with Smith Barney Adri uses personal stories, humor, skits and statistics to motivate her audience to action. Adri’s progressive ideas and inclusive style speaks to all genders and generations of advisors. Adri’s popular book Keys to the Ladies Room provides the foundation to her femXmodel© designed for progressive advisors who want to lead the industry to new levels of success.

Registration Fee: $19

Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).

CE Credits: There are no CE credits available for this program.

Note: This webinar was originally broadcast on November 12, 2020.