| 11 January 2010
On Tuesday January 12th, 2010 from 11:00am to 12:00pm PST, Legacy Consulting Group co-founder Roger Shake, CFP® will be part of a Veteran Roundable Teleconference on "Creative Connections: Thinking Outside the Box with Your Clients" organized by Money Quotient. He'll be presenting alongside Bob Cole, CLU, ChFC, CFP® , Marty Kurtz, CFP® and Cicily Maton, CFP®.
Here's a brief description of the event:
For the Financial Life Planner, the life of the client is the axis around which financial discussions revolve and evolve. The continual changes taking place in the marketplace have made it more important than ever for financial planners to establish creative ways to communicate with and learn about their clients.
This roundtable teleconference will provide a wonderful opportunity to hear about the ways in which other members of the M.Q. Community have been "thinking outside the box" with their clients. Four Money Quotient Veteran Licensees will discuss their special events, meetings, and unique approaches to the Financial Life Planning® process. They will also explain the ways in which they incorporate the Money Quotient materials into their creative client approaches. The teleconference will conclude with a Question and Answer session.
Topics for this 60-minute session will include:
- Organizing special client events
- The urgency of the "Money Discussion" in the world today
- Walking the Life Planning walk
- Using cash flow management with clients
- The annual "renewal" process
- Involvement in your Professional Trade Associations
- Using "pull" technologies to create a client community
- Unique approaches to the client meeting process
- And much more!
Contact 5000 Legacy Drive, Suite 450, Plano, TX 75024 | P: (972) 599-4750 | F: (972) 599-4751