Unleash the Power of Social Media to Attract Clients as a Financial Planner!

Harness the power of social media for your firm's success with this electrifying talk—a must-attend for financial planners eager to conquer the digital realm! Our speaker will share his journey from social media zero to hero, breaking down the mystifying world of algorithms, hashtags, and content strategies. And guess what? It's all jargon-free! Focus on what truly matters in Year One: creating killer content. Walk away with a toolkit of actionable tips for crafting irresistible posts, engaging with your dream clients, and building a thriving online community. Discover how to leverage powerhouses like LinkedIn, Facebook, YouTube, and Instagram to become the go-to financial guru in your niche. If you're a social media newbie, this session is your golden ticket to turning online chit-chat into real, profitable connections. Don't miss this chance to unlock your firm's full potential!

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What To Do When Beneficiaries Aren’t Updated: Case Studies with Practical Lessons Learned

Nearly every conversation people have when they talk about investing revolves around either what family and type of funds to use (allocation) or what mix of traditional IRAs, Roth IRAs and taxable accounts to use (tax treatment). Not discussed enough is the importance of building your estate plan early and doing the housekeeping to make execution easy for your loved ones who will have to execute it without your assistance, and while they'll most likely be actively grieving your death or your loss of capability/capacity to handle your own affairs.

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Addressing the Elephant in the Room

In over ten years of providing financial literacy classes to military audiences, Drew Stamp has worked with servicemembers of practically all ranks, ages, and backgrounds. He’s seen Sergeants with six-figure IRAs and General Officers with a negative balance sheet. In his experience, Drew has met with dozens of active duty and veteran families who have fallen victim to the predatory sales tactics of a class of financial advisors who, being armed only with hammers, see nothing but nails. The firms targeting these transitioning servicemembers are equipped with robust marketing budgets, charismatic salespeople, and often a veteran bona fides. How do we equip servicemembers with the tools needed to prepare them to face the inevitable “end-of-service” pitch for products designed to benefit the salesperson but neglect to address the veteran family’s genuine needs and planning gaps? Why are we so reluctant to call a spade a spade?

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