Insights from Financial Services Consultants You Won't Want to Miss

These three subject matter experts shared some pretty awesome insights and observations with me last month. They all talk about where they see challenges and opportunities within the financial services profession.

Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.

Khalid Usmani on marketing your financial advisory services in a noisy digital world Download link | Stream online

Vikas Oswal on managing client emotions and expectations in turbulent investment times Download link | Stream online

Neal Quon on selecting the right technology and creating a solid spending plan for your financial services firm
Download link | Stream online

As seen in NAPFA Advisor magazine

April 2016 print edition

The Digitization of Financial Planning - March 1 Webinar with Neal Quon and Abby Schneiderman

Join Everplans co-founder Abby Schneiderman on March 1, 2016 at 4PM EDT as she explores the "digitalization" of financial planning with Neal Quon co-Founder of QuonWarrene. 

This brief and informative discussion will focus on the digitalization of planning and how Everplans can position you to take full advantage of the new paradigm. Abby will demonstrate the ins and outs of Everplans Professional and provide creative ways financial professionals can incorporate the Everplans platform into client relationships.

This live webinar is a perfect opportunity to ask questions and get answers from fintech expert Neal Quon. You'll also get to see a demo of the Everplans Professional platform and get a sneak preview of upcoming features and benefits.

Date:  March 1, 2016 

Time: 4:00 PM EDT 

• Learn how to bridge the generational gap in planning using technology

• Learn how to expand your role as a financial pro through comprehensive planning

• Learn how to manage your clients' planning from a new collaborative perspective

Don’t miss this opportunity to learn how Everplans can help you enhance your practice. Register today! 

Register:  http://try.everplans.com/ilp/partners/qw/webinar-3-1-16QW 

Can't attend the live webinar on March 1? 

• Watch www.Everplans.com/professional for a link to the recording. Review the other ideas and blog posts while there -- and request a demo if this digital end-of-life planning tool and secure cloud-based platform looks good to you.

• Watch this Bloomberg News video in which Abby shares insights with the general public about the need to plan now for the digital afterlife.  

Click to watch video now

Risk and Investing - How to Better Communicate the Trade Offs to Your Clients

When it comes to managing expectations and market / risk perceptions with their clients, financial advisors have their work cut out for them. I sat down with five industry insightfuls while at the TD Ameritrade LINC Conference earlier this year. Their comments got me nodding my head yes over and over again. 

Watch the video highlights clip and download the full transcript at AdvisorsThinkTank.com.