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The Financial Educator: For high-performing advisors, educational events are not just about filling seats—they are about attracting the right prospects with the right concerns at the right time. These three proven presentations should be the cornerstone of your 2026 marketing calendar.
Personalization matters in discovery. People look for financial advice for a wide variety of reasons. Take steps to meet people where they are. Do that, and you will build trust. Here are some ways to discover what really matters to your prospect.
When the markets dip, it pays to have practical, level-headed ways to reframe the conversation and shift clients away from unrealistic market-timing expectations. Remind them of long-term cycles and fundamentals, lean on firm research, revisit goals-based benchmarks, and help them see volatility as part of the journey rather than a personal failure.
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The Discovery Meeting Workshop: Transform Your Discovery Process
February 9–10, 2026
The AI-Powered Financial Advisor
Begins February 26, 2026