Top financial advisor meetings require professional business workshops and keynote presentations, not another product pitch. The CONNECTED Advisor provides practice management strategies with the “How To Do It” steps to make it happen.

Gain A Competitive Edge
Maureen Wilke delivers effective and motivating presentations that are hands on, teaching advisors the process and strategies to realign their practice, one step at a time. Each presentation is action driven with a 4-step process and includes tools such as a client communications calendar, sample invitations with agendas and success stories from top advisors.

Here are a few key topics for consideration:

Productive and Profitable: A 5-Year Life and Business Plan
This strategy helps a team define their vision statement, roles with responsibilities, client communication plans and gaps in delivering “Platinum” services to top clients. It includes an organization checklist and vision statement template.

Brand Your Practice & Justify Your Fees
Positioning your practice is your competitive edge and an important tool in justifying your fees. A well-developed branding statement positions your Team, Process, Platform/products and “Platinum” services for top clients. This session includes a branding statement template with “Platinum” service levels.

Deepen Relationships with Advisory Boards
This workshop gives the 4-steps to build a top client or strategic partner board with strategies to leverage the expertise and experience of your members. The board provides a great networking and learning experience for both members and advisors and the strategy will include meeting topics, sample invitation and agenda.

Referrals: Acquire Top Clients’ Families & Friends
This is a system to build deeper client relationships by identifying your top clients’ lifestyles, extended family and creating a 12-touch point communications calendar. It includes three targeted lifestyle/business seminars with tips, time lines, invitations and a referral system.