• Consumers
  • Financial Professionals
 
 
 

Uncertain Times Series: Demonstrating Your Value in Uncertain Times

Date/Time: July 22, 2009 (2–2:30 p.m. EDT)
Presenter: Marie Swift
Educational Track: Practice Management
CFP Board CE Credit: N/A
Career Level: I, II, III
FPA Competencies: Sales & Marketing, Relationship Skills and Communication Skills
CFP Board Topic List: N/A
Tuition: Free for 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 to 100 participants, so please register early.

Type of Event

Dial-up: Audio presentation over your phone and visual presentation through your computer (limited seating)

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. 

In times like these, smart financial advisors are ramping up efforts to delight and engage their strategic partners and clientele. Building relationships has always been important. Going the extra mile is even more vital now. What are you doing to demonstrate your value and shore up relationships? The participants are encouraged to share not only questions, but their own stories as well during this 30 minute session. Share your thoughts and brainstorm new possibilities with industry marketing guru Marie Swift. The participants are encouraged to continue the conversation with speaker and others on the online discussion area, FPA Café (link to the discussion will be included in the reminder emails sent for the program).

Learn About

  • Building trust during uncertain times
  • Best practices for enhancing your reputation
  • Proven ways to improve visibility in key circles
  • Crafting messages that will resonate with and engage prospective clients
  • Reinforcing your value through activities and implied endorsements
  • Things other advisors are doing now to boost business and attract new clients

Who Should Attend

This interactive coaching call will benefit every FPA member. After facilitating a robust 30-minute conversation, our speaker will continue the conversation online. Come prepared to participate!

Our Speaker

Marie Swift is president and CEO of Impact Communications, a full-service public relations & marketing communications firm serving a select group of independent financial advisors and allied institutions. Impact Communications has two service lines - one for independent financial advisors and one for the institutions that support them.

Client names include Portfolio Solutions, Smart 401k, Securities America, American Financial Network, Iron Point Capital, Focus Point Solutions, Wealth Counsel, Advisor Impact, Lee Eisenberg, Mark Magnacca, Sudden Money Institute, Garrett Planning Network, Kinder Institute of Life Planning, Purposeful Planning, FinaMetrica, Money Coaching Institute, Hanson McClain and many more.

Swift also serves as a top-rated coach for Sourcemedia's Advisor Max and is frequently quoted in or published by industry magazines such as Financial Planning, Research, Financial Advisor, Investment Advisor, Transitions, Advisor Today and Morningstar Advisor. The author of the forthcoming book, Become a Media Magnet: Tips and Strategies for Do-It-Yourself PR, Swift is a popular speaker at industry events, including multiple appearances at FPA national and regional events, NAPFA, Lockwood University and the NFL Players Association (Financial Advisor Program).

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