FROM THE BLOG

Top Takeaways from CONNECT 2024

Posted by Prospera Financial on October 29, 2024

Each year, after CONNECT, I review my notes to gather the best and most repeated advice from the attendees. This year, we had many advisor-to-advisor sessions, advisor panels, and idea-sharing forums that provided a plethora of ideas. Whether you attended and want to compare your takeaways with mine or could not make it and want to see some of the nuggets shared, below are a few highlights.

Practice Management

  • Engage with a Pareto coach to develop processes and procedures
  • Develop an advisor playbook for your office if you plan to add other advisors
  • Develop a service matrix and give it to your clients so they know what to expect
  • Stick to agendas – talk FORM (Family, Occupation, Recreation, and Money)
  • Be ready with collateral pieces for:
    • Investment vs investor performance (why hire me as your advisor)
    • Fee schedule
    • Investment philosophy statement
  • Give your clients Black Diamond portal access for account aggregation and performance reporting
  • Engage in Solicitor agreements with COI (ability to do this is state-dependent)
  • Use Calendly for more efficient control of your calendar
  • Utilize Dorsey Wright’s research for portfolio management

Branding & Marketing

  • Elevate your brand
    • Branded folder
    • Onboarding binder so clients understand your process
  • Leverage LinkedIn profiles and send targeted emails
  • Send a video follow-up to client meetings – about 20 seconds, not with recommendations
  • Invest in a Zoom kit to make video calls look more professional (Upgradedimage.com)
  • Use a digital business card to airdrop your information to people you meet.

Wow Your Clients

  • Send wind chimes with quotes from the person who passed away to the surviving spouse (keep quotes from client meetings) (Personalcreations.com)
  • Send Goode pies for Thanksgiving
  • Make a Year of donating in their honor
  • Choose one of 80 – 100 Carenotes with a note that you are thinking of them
  • Send birthday videos wishing them a Happy Birthday
  • Capture clients’ best holiday traditions and then tie those into future conversations

Until next time,

Hilary Pluemer
Chief Administrative Officer

Posted by Prospera Financial