Date/Time: April 28, 2010 (2–2:30 p.m. EDT)
Presenter: Nancy Imholte
Educational Track: Practice Management
CFP Board CE Credit: NA
Career Level: I, II, III
FPA Competencies: Sales and Marketing, Relationship Skills, Communciation Skills, Business Management and Critical Thinking
CFP Board Topic List: NA
Tuition: Free FPA members, $55 nonmembers

Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Seating is limited, so please register early.

Type of Event

Dial-up: Audio presentation over your phone and visual presentation through your computer. Seating is limited to 100.

About the Program

The Uncertain Times Series is designed to create a learning community for members to gather, with knowledge resources, to share best practices and ideas for addressing challenges and opportunities emerging as a result of the uncertain times. It will provide a venue for members to simply gather, vent and commune with like-minded colleagues.  

Tired of knowing WHAT you need to do, but not being able to get yourself to Just DO IT?!?!

Join us as we turn old assumptions upside down and teach you the secret to identifying and removing the mental and strategic barriers that are preventing your growth. We will demonstrate HOW TO do this by using, as a case study, the common struggle to effectively gain referrals and acquire more clients.

The participants are encouraged to continue the conversation with speaker and others on the online discussion area, FPA Café. This area is open to the public and will be visible to all members and non-members. You can read these messages without being logged in to FPA Community Building, but you must be registered with FPA's Web site to post messages in these discussions. To join the conversation, please click here. 

Learn About

• Identify the different stages of change, unique to where YOU are - and indentify what's next for you in your financial planning practice
• Sort through the "noise" of day-to-day business to uncover what's preventing greater growth
• By using Effective Referral Requesting as an example of these tactics, you will learn THE most effective ways to (and NOT to) ask for referrals
• Hear how to apply strategies that reap growth of at least 40% and/or 2-3 times greater growth than the previous year
• Hear the secrets behind some of the most successful cases of fulfilling and sustainable change and growth in the financial services industry

Who Should Attend

This session is intended those financial advisers who are ready to shed the insanity of "doing the same old thing, and expecting different results" should attend this session. This is NOT for those who are not willing to take an honest look at themselves and approach their businesses differently.

This if for advisers who know this is the career for them long term, and they've already proven they're successful. Now they're ready for more challenge and more change. As a bonus, this is for any financial planner who has struggled with effectively asking for referrals, as we will use this as ONE example of applying the techniques we discuss.

Our Speaker

Through her work as president of Forte, a national coaching business, Nancy Imholte has worked closely with a broad spectrum of financial adviseors - from new reps, to seven-figure income veterans. When she speaks, she shares with audiences her insight into how she has helped thousands bring their visions and goals in alignment with their values and passion to create highly profitable businesses.

Clients who book Imholte as a speaker are treated to a thought-provoking and passionate experience as she shares real-life insights and anecdotes from the thousands of clients she and her team of coaches have helped.

Imholte is a national speaker and a cancer survivor who knows about change and identifying and eliminating barriers - whether it's a cancer threatening health, or fears preventing growth.