Tuesday, March 15, 2011
CLOSING KEYNOTE: DOING WHAT WOMEN DO BEST AND PROFITING FROM IT
Closing out the day of winning strategies will be top advisor Meg Green who manages over $550 million dollars in assets. Meg says her 99% client retention rate can be achieved by those who stick to some simple steps in value-added wealth management. Since most women tend to be natural caregivers, we typically excel at relationship-building with our clients thanks our female nurturing genes. However, Meg warns, you can never forget that you are still running a business. This closing keynote will discuss how to balance between going that extra mile for a client yet preserve what’s best for your practice.
• Vital career decisions: Don’t make it all about the client- it’s also about your employees, your family and you as well
• Under-promise, Over-deliver: Results that help maintain your client base
• Seek opportunities: Go the distance when it counts the most
• Don’t separate the wealth from the wealthy!