Flexible Plan Investments Logo

WEBINAR: ON DEMAND

Key Transitions from Lone Ranger to Leader

Originally aired 8/20/18

Based on the concepts in Ray’s book, “You’ve Been Framed,” the webinar will help you:

  • Build a high-functioning team that provides your clients a wider variety of services—including 3 advisor roles you shouldn’t be without.
  • Create the foundation for a succession plan your clients (and their children) can have confidence in.
  • Lead your current team to optimum performance with tips on how to empower them and create an environment that promotes your joint success.
  • Get clients on board with your transition through personalized education.
  • Deepen your business so it can thrive without you—leaving you free to pursue what matters to you.

Flexible Plan Investments Presents the Exclusive ClientWise Webinar Series!

Flexible Plan Investments Presents the Exclusive ClientWise Webinar Series!

Webinar 1: What the Best in the Business Don’t Want You to Know™

Webinar 1: What the Best in the Business Don’t Want You to Know™

Learn how to:

  • Innovate and adjust to industry changes.
  • Empower other people within your organization.
  • Provide a holistic approach to wealth management.
  • Make an impact on your clients’ lives.

Learn how to:

  • Innovate and adjust to industry changes.
  • Empower other people within your organization.
  • Provide a holistic approach to wealth management.
  • Make an impact on your clients’ lives.

Webinar 2: 8 Steps to Developing Your Value Proposition

Webinar 2: 8 Steps to Developing Your Value Proposition

Learn how to:

  • Show your current and future clients your value.
  • Align your business with your clients’ needs by providing comprehensive wealth management services.
  • Build a team that is designed to service your clients’ needs.

 

Learn how to:

  • Show your current and future clients your value.
  • Align your business with your clients’ needs by providing comprehensive wealth management services.
  • Build a team that is designed to service your clients’ needs.

 

Webinar 3: How to Reframe Your Wealth Management Business and Renew Client Relationships™

Webinar 3: How to Reframe Your Wealth Management Business and Renew Client Relationships™

Here’s what you’ll learn:

  • Understand how your clients and other professional advocates see you and the services you provide.
  • Build better rapport and loyal client advocates with your current and new clients.
  • Renew client relationships and attract the next generation of clients.
  • Shift your role from financial advisor to client advocate.
  • Deepen your business so it can thrive without you—leaving you free to pursue what matters to you.

Here’s what you’ll learn:

  • Understand how your clients and other professional advocates see you and the services you provide.
  • Build better rapport and loyal client advocates with your current and new clients.
  • Renew client relationships and attract the next generation of clients.
  • Shift your role from financial advisor to client advocate.
  • Deepen your business so it can thrive without you—leaving you free to pursue what matters to you.

5 Questions to Ask to Engage with your Clients

Friday, October 12, at 2 p.m. (EDT)

5 Things You Should Know Before Building a Business Succession Plan

Monday, December 10, at 3 p.m. (EST)

Top Financial Advisers 2015 Logo

6-time recognized
Inc. 5000
Fastest-growing
Private Company

LinkedIn Logo  Twitter Logo

flexibleplan.com | 800-347-3539

flexibleplan.com | 800-347-3539

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.

Please read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing.

As supplemental information, a listing of all recommendations made within the immediately preceding twelve months, all assumed trades and other data used to generate the referenced results is available upon request. Inherent in any investment is the potential for loss as well as the potential for gain.