What's New
One-to-One: The Future of Client Acquisition, Relationship and Communication
Monday, March 12 – 2:50-5:00 p.m.
In this not to be missed education, training and demonstration workshop you will be given an overview of the vision of our experts and the knowledge they will share, which will give you a clearer understanding of how to develop your “Master Plan” using technology and social media in shaping your client acquisition and relationship in this new economy and our changing world.
We know you are thinking, “When am I going to find the time to learn how to do that and to implement it?” The answer is “Right now!” You are experiencing a once-in-a-lifetime opportunity to be in the middle of the informational technology revolution and our experts have peered into our crystal ball and will offer you a clear view of the future. Technological advances, globalization, “The Great Recession” and shifts in the financial services marketplace have changed everything.
In this two-hour session, there will be live and video presentations on:
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The psychology of website design, the behind the scenes use of Facebook, LinkedIn, Twitter, YouTube and how to seamlessly tie them together to make you look like “a techno genius”
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New applications of hardware, software, smart phones, tablets, digital photography and video
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Directions and demonstrations on how to shoot video and upload it to email and mobile devices to communicate with your clients
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A psychological analysis on how to entice, present, close and keep a client by understanding what the client is thinking; a mind-blowing revelation that will impact the way you approach your clients for the rest of your life
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Watch experts deliver their best 3-minute “elevator pitch” and hear the judges comment and critique
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Experience a live, on the spot, training session on developing and presenting your “killer” client presentations
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An overview of how to keep it all compliant
On top of all that, another “never before seen” opportunity just for you:
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Now that you have the knowledge, viewed demonstrations of stellar client presentations, received some hands on training, it will be time for you to "volunteer" to deliver your best 3-minute, one-on-one, client presentation, have it video taped, and let the panel of judges critique it; you keep the video footage to review in the privacy of your home or office
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There will be time for multiple Volunteers
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Even if you do not Volunteer, you will learn a lot by watching those who do and their critiques
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Your future client presentations will never be the same
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The session is loaded with “step-by-step” instructions and demonstrations
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Learn how to access resources, such as the “HOW TO” SERIES
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Plenty of Q & A time to have your questions answered and personalized to you
Host: Michael Fugler, Critical Thinker - ASG Securities
Judges: Peter Liefer II, President and CEO – Primeview
Judy Ensweiler, Executive Director – FSX
Richard Gann, Chief Marketing Officer - Steadfast
One-to-Many: Are You Ready to Move from One-to-One to One-to-Many?
Tuesday, March 13 – 9:00-11:15 a.m.
One-to-Many events, whether seminars, webinars, panels, speaking engagements, public appearances, are not the same as One-to-One. In this two-hour session our experts will educate, train, demonstrate and share their knowledge to give you an analysis of the difference in One-to-One and One-to-Many along with a “how to do it” using technology, social Media and the latest gadgets and techniques to network and reach many prospective clients at once.
The better we are at communicating our information and ideas, the greater our success will be.
Today we are exposed to television and movies--an onslaught of information presented visually and orally. For better or worse, the exposure has shortened attention spans and increased the need to get the point across in the clearest way possible in the shortest amount of time
Whether you present to an audience of 300, 10 in a boardroom, or two in a private office, your foremost consideration is knowing your audience. Effective presentations are built around audience needs. This—more than anything—determines the content of your presentation and how you should deliver it.
We will present:
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Behind the scenes interview on using the Green Screen to shoot your video, all the hardware, where to get it, how much does it cost and how to use it effectively
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The “Steve Jobs Style” presentation as it was shot, edited and uploaded using the same Green Screen technology you just viewed
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Tips for choosing and improving your presentations, easier to receive using current technology
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Demonstrations on how to use graphics presentation software--powerful computer programs that combine analysis with presentation
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Why steak dinners cost more than you think
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How to increase retention and referrals by providing value
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Why convenience and content are critical to success
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How to become a 'filter' for information clients need
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Sales psychology for groups
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How to deal with clients who do not know the sector, industry or product you are presenting
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New software that can handle an entire event for you making it appear regional, even national in scope, but with local flavor
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Explanation and demonstration on event software-back office – how and why
What to think about when planning an event:
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Preparation checklist
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Get people in the seats: Marketing: LinkedIn, Personal call, email, direct mail anyone?
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Location: Boardroom, Office, Restaurant, Hotel meeting room
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Room set up
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What to wear
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Presentation format
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Keys to delivering high-impact client events
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How to structure the event -- Power Points, Video
Video and live presentations on:
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Demonstrations by Professionals in the presentation and promotion business
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Developing an impressive visual presentation that will move clients to action
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Showing off technological talent and equipment vs. effective use of color, graphics and electronic resources to increase audience attention and retention
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Why none of the bells and whistles of the latest presentation software or hardware can replace planning, solid research, and practice when it comes to creating presentations
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New applications of hardware, software, smart phones, tablets, digital photography and video that can be applied to your events
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Directions and demonstrations on how to shoot video and upload it to email and mobile devices to communicate with your clients
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Get a psychological analysis on how to entice, present and walk away with new clients from your “Event” by understanding what the audience is thinking; a mind-blowing revelation that will impact the way you approach your events for the rest of your life
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Watch experts deliver their best 3-minute “elevator pitch” designed for an event and how it differs from One-to-One and hear the judges comments and critiques
-
Experience a live, on the spot, training session on developing and presenting your “killer” event presentations
-
Overview of how to keep it all compliant
On top of all that, another “never before seen” opportunity just for you:
-
Now that you have the knowledge, watched demonstrations of stellar event presentations, received some hands-on training, it is time for you to "volunteer" to deliver your best 3-minute, One-to-Many” Event presentation, have it video taped, and let the panel of judges critique it; you keep the video footage to review in the privacy of your home or office
-
There will be time for multiple volunteers
-
Even if you do not volunteer, you will learn a lot by watching those who do and their critiques
-
Your future event presentations will never be the same
-
The session is loaded with “step-by-step” instructions and demonstrations
-
Plenty of Q & A time to have your questions answered and personalized to you
Host: Michael Fugler, Critical Thinker - ASG Securities
Judges: Peter Liefer II, President and CEO – Primeview
Judy Ensweiler, Executive Director – FSX
Guy “Trey” W. Dowdy III, Business Development Manager – ReKon Intelligence
Richard Gann, Chief Marketing Officer – Steadfast
Ronald P. Russo, Founder, CEO, Social Equity Officer - GLX-The Global Listing Exchange
