January 15, 2015 Education/Networking Event
LAST CALL FOR REGISTRATIONS....DON'T MISS IT!
Please join us on January 15th for our first Education/Networking event of 2015 featuring MITCH ANTHONY!
Special Offer!!
Register now for all four quarterly education meetings and save $40!!
4:00pm - Cocktails and Networking Reception (soft drinks and hors d'oeuvres will be served. Cash bar)
5:00pm - 2015 Market Outlook
presented by Sean Clark, CFA, Clark Capital Management Group (www.ccmg.com)
Sean will discuss expectations for the global capital markets in 2015 and beyond. He will incorporate historical trends and outside research, including a look at investor sentiment and the cyclical nature of the markets.
This session has been approved for one CFP® CE Credit. One PA Insurance CE credit is pending.
6:15pm - Moving from ROI to ROL (Return on Life™)
presented by Mitch Anthony, President of Advisor Insights, Inc. (www.mitchanthony.com)
Moving from ROI to ROL (Return on Life™) is based on Mitch's Return on Life™ model and addresses the two major dilemmas experienced by many top advisors: (1) differentiation in a "me too" marketplace; and (2) compensation.
The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to distinguish themselves in a crowded marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success is measured-Return On Life™. Mitch will answer questions such as:
- What is the next great value proposition that clients will be willing to pay for?
- What are the keys to building client connectivity that can't be broken?
- How do you speak to what matters most to your clients?
- How do you build a business model that is good for everyone involved: you, your client, and your organization?
This session has been approved for one CFP® CE credit. One PA Insurance CE is pending.