This blog is published by FAN (Financial Advisor Network) on LinkedIn. If not a member of FAN yet, please see how at the bottom of this blog.
Free webinar on Increasing Your Average Account Size by Being An Alpha Advisor - Tuesday, February 28, at 4:15pm EST.
Register for free webinar on benefits of being an Alpha Advisor You will receive a follow up email, with your unique registration link, along with a reminder of the date and time of the free webinar.
Why become an Alpha Advisor, and what is an Alpha Advisor - An "alpha advisor" is their clients' main point of contact, or their clients' "quarterback" for all of their investment programs. Because wealthy clients have multiple advisors, the one who acts in the Alpha Advisor role will obtain a greater share of their each client's assets.
Hear about what activities are performed by Alpha Advisors - Becoming an Alpha Advisor requires a minor adjustment of daily activities for most advisors. This includes obtaining information on most of your clients' assets - including those away from you - and taking them into account with the program you put together for them
Hear how Alpha Advisors have more referrals - Alpha Advisors can obtain more referrals, both from their clients and their professional network. Because you would have a more all-encompassing relationship with your clients, they will be more loyal to you. And because you will be guiding your clients on matters like taxes and estate planning, you will have many more referrals for accountants and attorneys.
Find out how to position yourself as an Alpha Advisor - The webinar will provide you with some sample scripts on how you can approach your prospects and clients as an Alpha Advisor.
Discover what tools easily can enable you to become an Alpha Advisor - In addition to this webinar providing you with the philosophy, strategies and tactics behind you becoming an Alpha Advisor, we will show you the simple online tools you can use to run such a program.
Follow a set process, with practice - This webinar includes a step-by-step process, so it will be very easy for you to become an Alpha Advisor.
How to join FAN - After registering yourself on www.linkedIn.com complete your profile. Then click on your Groups tab, and enter "FAN - Financial Advisor Network" in the search field. Then click on the Join group button.
Please feel free to forward this to your fellow financial advisors.
Email FAN with questions about this free webinar
Michael Sakraida
Founder of FAN
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