What do top advisors need to know right now to best position themselves for success within the rapidly changing market for financial advice? The baby boom generation has begun to make its mark, sending traditional advisory firms scrambling to adapt after years of bull market coasting. Boomers face many challenges avoided by the more affluent “silent” generation, creating more opportunity for advisors ready to respond.
 
▪ What are the three most important forces impacting the marketplace
   for financial advice?
▪ What do millionaire households expect from advisors and their companies?
▪ How are baby boomers changing the market for financial advice?
▪ Which tools help increase your prospecting/closing success with affluent clients?
▪ What are the four most important strategies to capture market share in 2007?

 
 
The New Managed Account Solutions: How to Enhance a Successful Financial Advisory Practice Using Managed Accounts

Both the keynote and workshop provide the rationale and appeal of a consultative investment advisory process to affluent families, supported by industry data and market research. Emphasis is on how the “transition” to a more consultative, fee-based approach is really an evolution of the already successful advisor’s practice. Case studies and tactics are further supported by specific “tools” to be used by advisors to help transition existing clients and to more successfully prospect for new households. The workshop content is more detailed and can be customized to reflect the advisory firm’s product and service offerings.
 
▪ 60-90 minute introductory keynote address
▪ 3-4 hour workshop
▪ Pre-work accompanying text: The New Managed Account
▪ Electronic versions of complementary workbook and PowerPoint presentation
   for all attendees
▪ Post-workshop “reinforcement” webcasts and conference calls available

Alpha Drivers:
19 Point Checkup for Your Successful Practice

The very best financial advisors are always trying to improve the quality of their services and the profitability of their practices. Steve Gresham has applied the best practices of top advisors to a 19 point list of key “alpha drivers” – the services most valued by affluent households. Suitable for audiences of all experience levels and tenure, this data-based presentation reveals the most important concerns and goals of millionaire households and then presents solutions to add advisor value in three areas: investment counsel, wealth advice and relationship management. This popular workshop was created based on a full year research project involving top financial advisors.

▪ 60-90 minute introductory keynote address
▪ 3 hour workshop
▪ Pre-work accompanying text: The Managed Account Handbook
▪ Electronic versions of complementary workbook and PowerPoint presentation
   for all attendees
▪ Post-workshop “reinforcement” webcasts and conference calls available