Delivering Value and Life Planning Strategies for Clients in Turbulent Times

Financial service firms must start thinking of financial planning as a tool for achieving the end - not as an end itself -- if they hope to survive the turbulence of volatile markets, corporate scandals, terrorism and all life's uncertainties, according to expert Robert Barry. He effectively argues for creative “life planning” strategies as a viable alternative to “financial planning" in his entertaining new workshop for building solid, successful practices. The result of innovative thinking, Barry contends, is a practice firmly rooted in assisting clients through a lifetime of transitions that deepen, rather than strain, a client's reliance on you -- their trusted financial professional. Barry's powerful new presentation helps advisors learn to think creatively "outside the box" when developing long-term client relationships. With a keen wit and a critical eye, he presents: - The 3 key ways to break into a market - Vital ingredients for break-through relationships with clients - Essential steps for setting-up well defined systems & processes Plus, - Methods for identifying the most important "drivers" that influence people's decisions - Fees for life planning versus financial planning, and much more. With so many challenges facing financial service firms these days - from the increasing commoditization of the asset management industry and disinclination of clients to implement what planners recommend, to general market uncertainty -- advisors need an arsenal of innovative new techniques to rely on. Now - find a wealth of refreshing new strategies from a proven industry pro.