Welcome to AdviserQuest's LIVE! Webinar Series
Webinar Series Topic:
"Successfully Engaging Your Clients in a Fee for Service Practice”
We have designed 8 webinar sessions for you to help you successfully engage your clients in your 'fee for service' practice.
What are Webinars?
Webinar sessions are designed to allow you to tune in from anywhere you are in the world, from the comfort of your own desktop. They are facilitated just like a standard seminar, but are completely online. All you need is an Internet connection (broadband) and computer speakers or a headset to hear the audio. No microphone is required. The training is highly interactive, you can ask questions throughout the session, share ideas and communicate directly with the presenter.
How to Register
There are 8 webinars in this series. If you would like to tune into each webinar individually, you must
Webinar 1 | Successfully Engaging Your Clients in a Fee for Service Practice (An Overview) 24th September 2009 @ 11.30 am | $49.50 |
Webinar 2 | Developing Your Core Client Profile and Identifying Your Target Market 1st October 2009-09-09 11.30am | $49.50 |
Webinar 3 | Discovering Your Niche Opportunities 8h October 2009 11.30am | $49.50 |
Webinar 4 | Creating & Communicating Your Unique Value Proposition Positioning Yourself as an Expert 15th October 2009 11.30 am | $49.50 |
Webinar 5 | Creating Value in Your Service Packages & Advice Offering 22nd October 2009 11.30 am | $49.50 |
Webinar 6 | The Consultative Method of Advice: The First Meeting 29th October 2009 11.30am | $49.50 |
Webinar 7 | The Consultative Method of Advice: The Discovery Meeting 5th November 2009 11.30 am | $49.50 |
Webinar 8 | The Consultative Method of Advice-The Client Review: Beyond Portfolio Management 12th November 2009 11.30 am | $49.50 |
Systems Requirements
PC-based attendees Require: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista
Macintosh®-based attendees Require: Mac OS® X 10.4 (Tiger®) or newer
Past Recorded Webinars
Missed a webinar? Want to see one again? Shorty, AdviserQuest members shall have access to all our past recorded webinars.
About Your Presenter
Leyla Banaei is the founder of AdviserQuest. She has been actively working in the Financial Planning Industry for over 12 years. Leyla can help you get over the mental barriers that stand in the way of your ultimate success, in your personal approach in dealing with your clients or in running your business. She can give you the ‘how to' on attracting your ideal clients and show you how to work more effectively with them to build a long lasting profitable relationship. In fact "Client Relationships" is just one of her expertise.
Leyla has gained her experience through various roles not only working directly with Financial Planners as a coach and consultant but also in business development, client services, para planning and implementing financial planning business solutions but also being a front line Financial Planner herself. Leyla believes that for those who strive to succeed in an industry as dynamic as ours, they must focus not only on quality financial advice but on building lasting relationships.