This webcast is the first of two that will change your business life. Webcast #1, Dear Advisor, Step it Up Please, is about critical consumer research from the LIMRA-LOMA Secure Retirement Institute. It's vital information that you need to understand. The presentation will feature Jafor Iqbal, Assistant Vice President of the Secure Retirement Institute. Watch the REPLAY now!
Webcast #2, Commoditization of Advice: How Do You Differentiate Yourself?, is about the high-powered yet cost-effective strategy to grow your business: The Income for Life Model 2017. Webcast #2 will be presented on August 7 at 1:00 PM Eastern and will focus on how to properly "package" your practice for success, how to expand your prospecting success and how to increase your revenue in a period of compressing margins.
To convey the importance of these webcasts, a metaphor is in order: there’s a gun pointed at the head of the financial advisory business. The gun is held by a power that is equally comprised of Governmental regulatory overreach and rapidly advancing financial technology (fintech). The merger of these forces creates the bullet in the gun: commoditization. Advice, products and advisors are being commoditized. It’s an unstoppable trend that means financial advisors face a wild ride.
To maintain success in a transforming marketplace, advisors need a plan and strategy. Wealth2k has developed it. Our answers are solid and backed-up by consumer research.
Webcast #1 will give you research insights that you need. It's mind-opening information that will help you prepare for new challenges that simply must be surmounted.