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inspire Event Series

Inspiration and know-how for practice owners.

Thank you for visiting us at Focus. Missed one of our sessions? You can access these segments on-demand on the Focus event site through the end of the month.

 

New Opportunities to Grow Your Business

Watch this session from Focus on-demand!

Session #: HO-065

Even in times of crisis or unexpected change, opportunities exist. Managing your business today and going forward will be different than it was at the start of 2020. How you show your value to potential and existing clients is more important than ever. In this breakout session, our Business Solutions team will lay out a strategy for this new approach and share best practices to take your business to the next level. Speakers Logan Galli, SVP Business Solutions, Nakeita Norman, VP CFO Solutions. Log on to the Focus platform to view content.

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Reimagining Your Practice of the Future

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Session #: HO-066

We’ve all had to adapt to the events of this year and history shows that those who succeed do so when others may take a step back. Now is the time to take stock in your practice and assess the opportunities for change and growth. In this breakout session, our Business Solutions team will talk about the importance of partnership and outsourcing, and how teaming up with experts in technology, marketing, and finance, can help shape your business for the future. Speakers Logan Galli, SVP Business Solutions, Lou Calabrese, VP Marketing Solutions, Rocky Kalmanovitz, VP Admin Solutions. Log on to the Focus platform to view content.

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The Moneyball Growth Formula for Winners of the Future

Watch this session from Focus on-demand!

Session #: HO-092

The Oakland A’s changed the art of winning almost overnight. During this session, you’ll learn the “inside baseball” on how top producers are running their businesses and how the Moneyball approach can maximize your potential without maximizing your budget. You’ll get a peek at exclusive LPL advisor data showing where top performers invest their resources, where they spend their time, and how they reach new and existing clients. Speaker Logan Galli, SVP Business Solutions. Log on to the Focus platform to view content.

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What You Need to Know to Elevate the Value of Your Business

Webinar Replay

As a business owner, growing revenue, improving profitability, and increasing valuation are critical. Did you know? Financial professionals participating in LPL's CFO Solutions program experience 2x greater growth compared with similar professionals not in the program?

Curious about CFO Solutions for your practice? View this webinar to:

  • • Learn strategies to protect your business in uncertain times
    • Hear real examples for solving business challenges
    • Discover opportunities for expense savings and growth

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Growing Your Business by Understanding How & Why Prospects Choose Advisors

Webinar Replay

The Financial Advisory business is going through rapid change. Acquiring new customers and assets has become more challenging than ever before. This webinar will show you how to attract and close more prospects even during challenging times. Built upon a research process involving thousands of investors, WisdomTree, through its Advisor Growth Solutions offering, is decoding the life event triggers that can lead to a prospect hiring or changing financial advisors, how prospects discover their options, how prospects evaluate those options, and finally selection of an advisor for that critical first meeting.

 

In this popular webinar, learn about:

  • • The key trigger events in your prospect’s lives that leads them to start a conversation with an advisor.
  • • The discovery path your prospect takes before contacting an advisor.
  • • How to apply this research to help better position you in the eyes of your ideal prospects.

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How to Develop a Client Service Model to Scale Your Time & Profitability

Webinar Replay
The past few months have been anything but normal. With market volatility and the pandemic, the pressure to respond to more of your clients’ needs has undoubtedly increased. How are you responding? How can you ensure you maintain connectivity across every single one of your clients appropriately?

Modernizing your client service model may be just what you need to brighten your year. Benchmarking data can help you strike a balance between the service areas that clients value and your resources.

Learn how to:

  • Develop a sustainable, scalable, and profitable service
  • Maintain connectivity with your entire client-base
  • Increase your productivity
  • Maximize your time

 


The Practice of the Future: Building a Practice that is Sustainable for the Future

Webinar Replay

Explore the disruptors in the industry today and what clients value most in their relationships with their trusted advisors. We will also share ideas, best practices, and offer strategies to help you deepen client relationships to build advocacy among your top clients.

 Receive insights on:
  • • How to develop an ownership mindset
  • The hallmarks of a client-centric practice
  • Selecting investment solutions that align with your clients’ needs
  • The benefits of a team-based approach for your practice
  • View On-Demand >