Register Here!
*THIS WEBINAR IS FREE OF CHARGE*
Limited slots available.
Please register to save your slot.
Alpha Marketing Secrets
Supercharging Financial Advisors
@ Harvard Club
December 21, 2022, Wednesday
12:00 NN - 1:00 PM ET
Alpha Marketing Secrets
Supercharging Financial Advisors
@ Harvard Club
About the Event
Follow Us
© 2022 Valens Research. All rights reserved.
© 2022 Valens Research. All rights reserved.
Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and of FA Alpha, the flagship membership community for Financial Advisors.
Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for various branches of the U.S. government, CFA Societies and investment teams from New York to Frankfurt to Beijing, and for leadership of the world’s largest firms such as PwC and Credit Suisse.
Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and is a regular author in Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. Professor Litman co-authored the highly-acclaimed book, “DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.”
As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis.
Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
About the Speaker
How good is your financial advice if no one hears it?
Return Driven Networking and Return Driven Marketing are just two legs of a powerful framework for financial advisors called Return Driven Strategy.
Financial Advisors have found these tools powerful for supercharging their practices.
- Gorillas of Guerilla Marketing: Real case studies of low-budget high-result target marketing strategies from real world finance and financial advisory entrepreneurs
- Speak on the Shoulders of Giants: Specific techniques of the greatest speakers in history that Alpha-level financial advisors use to reach the hearts and minds of large audiences and small group interactions
- Return Driven Networking: Make the last event the last time where you had to feel like you were pushing people to accept your business card. Have them asking for it!
- The Power of Tempo and Cadence: Communicating - publishing - holistically, effectively, and efficiently with powerful content to make prospects and clients come to you
Alpha Marketing Secrets
Supercharging Financial Advisors
@ Harvard Club
Sponsored by FA Alpha: Be the Alpha of Financial Advisors
December 21, 2022, Wednesday, 12:00 NN - 1:00 PM ET
Curated by Professor Joel Litman
*This webinar is free of charge. Registration is required to save your slot
Alpha level financial advisors accelerate new client introductions, gain qualified referrals, and keep clients in the most innovative ways—while always maintaining their dignity.
How do they do it? A handful of their most powerful secrets are being shared at this forum for FA Alpha members and the greater financial professional community.
Many can’t stand traditional networking and referral-getting. Return Driven techniques show you how financial advisors maintain their dignity, never appear overly “salesy,” and yet have new clients and referrals coming to them in droves.
The secret is in the word return. “You give before you get,” as great entrepreneurs of the early 20th century often exclaimed.
On December 21, 2022, Professor Joel Litman, Chairman and CEO of Valens Research and Founder of the FA Alpha Flagship Member Community for Financial Advisors, will present these findings, among others, in an online event:
“Imbedded in Return Driven Strategy are the undeniable truths of what works in the real world of business.”
- Edward J. Sierawski, Founder and CEO of Sequoia System International, Inc 500 High-Growth Private Business
“This particular framework is incredibly important for people running businesses and valuing businesses.”
- Steven Abernathy, Financial Advisor
“I think it's on the seeds that were planted by utilizing these strategies that have transcended into what my daily tasks are now, and I think I am performing more and more, advancing quicker, financial gains, but then it also goes beyond what I'm doing. I enjoy more.”
- Mike Kohnen, Silicon Valley Bank
Learn about the formidable tools for financial advisors that may have passed by you in your experience to date… and, ultimately, how to succeed as a financial advisor, based on a 20+-year research study of the greatest financial advisors, investors, and leaders of the last 100 years.
This special online event is conducted from the Harvard Club of Boston and is also open to FA Alpha Members.
Reserve your slot for this upcoming webinar and find out how to accelerate your career as a financial advisor.
Save time, increase revenue, and get a new understanding of financial advice…
Alpha Marketing Secrets
Supercharging Financial Advisors
@ Harvard Club
Sponsored by FA Alpha:
Be the Alpha of Financial Advisors
December 21, 2022, Wednesday
12:00 NN - 1:00 PM ET
Curated by Professor Joel Litman
*This webinar is free of charge.
Registration is required to save your slot
Scroll down to learn more
Sponsored by FA Alpha: Be the Alpha of Financial Advisors
Curated By Professor Joel Litman
Sponsored by FA Alpha:
Be the Alpha of Financial Advisors
Curated By Professor Joel Litman
- Gorillas of Guerilla Marketing: Real case studies of low-budget high-result target marketing strategies from real world finance and financial advisory entrepreneurs
- Speak on the Shoulders of Giants: Specific techniques of the greatest speakers in history that Alpha-level financial advisors use to reach the hearts and minds of large audiences and small group interactions
- Return Driven Networking: Make the last event the last time where you had to feel like you were pushing people to accept your business card. Have them asking for it!
- The Power of Tempo and Cadence:
Communicating - publishing - holistically, effectively, and efficiently with powerful content to make prospects and clients come to you
