Presentations and Workshops
The Future of the Advisors Profession
presented by our founder Ed Morrow
The financial planning profession has undergone three phases - the giant plan; fee-based portfolio management; distributions planning. View Ed Morrow speaking on the next phase: finally serving the mass of the market through smaller fee-based plans delivered within a more efficient consumer-oriented structure.
Known as "an advisor to financial advisors," Ed Morrow is a prolific author of three books and hundreds of articles on financial services practice management. He is also the designer of eight software programs that are used by over 4,000 financial planners, accountants and educators. Ed is a frequent presenter at national conferences of insurance companies and broker/dealers - on topics such as Strategic Marketing Solutions, Adding Fee-Based Income, Personal Coaching, Technology Applications and Web-Based Marketing and Client Relationship Marketing.
Financial Planning Consultants, is pleased to provide a Meeting Resource Guide of the services for your organization.
We can help with your next event. Experienced speakers Ed Morrow and David Stitt deliver exciting, interesting and productive sessions to groups of all sizes. As industry leading resources have Ed or David develop a unique perspective on how to achieve a competitive advantage in the financial services industry.
Financial Advisor Workshops
We have designed and presented many intensive training programs and would be pleased to develop custom formats for your organization. The following previously held events might suggest a program or format to fit your current needs. Workshops generally include an extensive workbook, supplemented with user files on a CD for immediate implementation by every participant.
Practice Management “Super Charge” Workshop
An eight hour session that received rave reviews. This workshop was produced for the IAFP to precede its annual meeting. Originally scheduled as an intimate workshop, over 120 members paid $398 for this intensive program. Included two diskettes plus a 7 section, 273 page manual.
Marketing for Advisors
A four hour workshop prepared for the Practice Management Institute of the ICFP that was attended by many industry leaders. Many participants subsequently attributed major gains to the techniques learned in this workshop.
Image Building Workshop
An eight hour media relations and marketing workshop co-presented by a very experienced and widely published financial planner with a nationally recognized journalist/editor/media advocate.
Closing the Financial Planning Engagement
This was presented as a full-day session for IAFP – Australia in seven cities. A shorter version was delivered to the Financial Planning Institute at Cambridge University, England.
How to Survive “Do Not Call”
Using Client Relationship Management (CRM)
Should You Be a “Trust Financial Advisor?”
Making Your Website Pay Off
CRM and Business Reply Mail
Differentiation in Competitive Markets
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