webinars

Practice Development Webinar Series for Investment Advisors
These sessions will be held on the second Thursday of each month at 1:30pm CST.

Introduction to Fiduciary Practices – A Live Webinar Series
These sessions will be held on the second Tuesday of each month at 1:30 pm CST


Practice Development Webinar Series for Investment Advisors

Practice Development Webinar Series for Investment Advisors – A Live Webinar Series

Designed specifically for Investment Advisors, Jr. Advisors, Service Advisors Transitioning to Investment Advisors

  • Do you feel that your firm’s new business generation is starting to stagnate?
  • Is your firm’s new business overly dependent on too few of your Advisors?
  • Do you have new advisors in your firm that could benefit from a comprehensive financial services prospect development course?
  • Do you have advisors in your firm that have plateaued in their new business results and need a refresher?
  • Do you have team members that would benefit from a course on a holistic approach for generating new business opportunities?

If you answered yes to any of the above questions, you should read on regarding this comprehensive webinar series on growing your financial advisory practice.

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Practice Development Webinar Series for Investment Advisors – 5 Unique Topic Modules – 5 hours of invaluable training

In this series, we will be covering five essential topics to help you grow your financial advisory practice and achieve your goals. Our goal is to provide you with the tools, knowledge, and strategies needed to grow your financial advisory practice. Each webinar will be approximately 1 hour in length. The five topics we will be discussing in detail are:

  • MODULE 1 – Prospecting

Understanding the art of seeking new clients and building your book of business.

  • MODULE 2– Client Referrals

Utilizing the power of word-of-mouth to attract new clients.

  • MODULE 3  – Generating External (COI) Referrals

Building relationships with centers of influence to expand your reach.

  • MODULE 4 – Marketing Ideas to Generate Opportunities

Creative and effective strategies to promote your practice and generate leads.

  • MODULE 5 – Prospecting Follow-up Discipline

Maintaining discipline and consistency in your follow-up process to convert leads into new clients.

This series is designed to give you a comprehensive understanding of these critical topics and provide you with the information you need to advance your financial advisory practice to the next stratum.

Investment Options:

  1. $1950 for the Program. This allows your organization unlimited seats for the webinar.
  2. If you have a cohort of participants in your organization and you want a customized program, the investment will be $5500 per series (5 sessions).

    Register Online

Meet your presenter:

Jeff Bell is the Director of RIA and Advisory Consulting at Pohl Consulting and Training, Inc. He partners with Independent Financial Advisors and RIAs to optimize their practice and grow their business.

Jeff has more than 25 years of experience in the financial services industry. He has a diverse background in the industry including starting his career as a financial advisor at a national Broker Dealer, a Regional Director at two Turnkey Asset Management Platforms (TAMPS), a Senior Managing Director in Wealth Management/ Trust at a bank, and as VP of Wealth Management at an RIA.