Let’s be real.
Getting a keynote speaker to come in and give a talk is such a hassle. Getting the right person, paying for transportation and their speaker fee, and coordinating the actual event – who needs the hassle? Above all, how do you know that the person is going to be able to really connect with your audience?
Honestly, why bother? After all, the cost of having a lousy keynote is pretty high.
Should you hire a keynote?
The reality is that keynote speakers aren’t right for every organization. But when you do find the right one, they can be pretty amazing.
Here’s what they can do for you, that you can’t do on your own as a company:
- Great companies know that whoever has the best talent is going to win. Like anything else that you invest in, talent requires constant upkeep to stay fresh.
- Great speakers are tasked with one thing: getting their audience to do something that they have not been willing or able to do thus far.
But how do you make sure you can make this happen and get the ROI on your keynote that you want?
Making It Worth It
While you may think that the success of the talk depends on what the speaker does that day, the performance of the talk has a great deal more to do with how the speaker is selected. For that reason, I offer an array of talks to fit the preferences of audiences that I serve, whether they be broker dealers, hybrid firms, pure RIA firms, CPAs, or operations professionals.
Websites That Slay
Let’s face it. There’s nothing worse than financial advisor websites. In this highly interactive joint presentation, Sara Grillo teams up with industry thought leader Dan Solin to present advisors with the formula for a total overhaul of their websites so they can become a website that slays the competition.
This presentation will include:
- An interactive website contest, “Rank My Website” in which advisor’s websites are evaluated and ranked by the audience with prizes give out to the top entries
- A game of “How Do You See This Without Jargon Or Cliché?” in which advisors will learn what the correct message should be for their websites, and how to express it
- The opportunity for advisors to pre-influence the subject matter discussed by providing their feedback via survey prior to the show
This talk is not for those who prefer to sit back and snooze! Only companies that truly wish to gain the edge versus the competition should select this talk.
Getting That First Meeting with a Female Prospect
The fact that women are the gender of the future for advisors to focus on is well documented. There’s been a great deal of commentary from industry thought leaders about what women want and don’t want in an advisor.
What remains unaddressed, however, is the roadmap to the sale: the practical steps advisors can take and what they need to do in order to get in front of more qualified female clients. This talk will propose 5 specific marketing strategies for advisors to follow to get the first meeting with female clients.
Intended audience: female and male advisors of all types, broker/dealer, hybrid, RIA firm, independent, wirehouse, etc.
Jumping Onboard with New Ways to Get Paid in 2019
Financial advisor compensation is changing and there are now more ways to get paid as an advisor than ever before. Learn what your advisors need to do in order to open up a world of possibility for creating multiple stream of recurring revenue in ways that the industry has not yet adopted, and the technologies that are powering them.
How to Talk to COIs Without Sounding Tacky
Attorneys and accountants are some of the best possible referral sources for financial advisors, but very few are able to crack the code. This talk will cover how to crack in and get past the boundaries these COIs are putting up, why they are disconnecting from your marketing pitch, and how to communicate in a way that connects, empathizes, and allows them to see you as a valuable resources that can improve their business profitability rather than another advisor looking for a handout.
A Guide to Talking to the Next Generation Children of Your Clients So They (Actually) Listen
The fact that Generations X and Y are the next generation of wealth is well-documented. What remains to be explored, however, is how advisors can best design their practices to communicate and build relationships with the next generations of their clients’ families. If not, fee compression and roboadvisors pose a very large competitive threat. Using the right words (as opposed to the dry cliché and jargon), using digital communication methods, and rethinking branding elements such as your attire and office design play an important part in reaching this population and ensuring continuity in your practice.
This presentation is highly interactive and includes quiz questions involving volunteers from the audience where chocolate and prizes are awarded for correct answers and calisthenics are required for incorrect answers.
Workshop: The Toolkit for Building a Brand that is not a #FinancialCliche
The ability to differentiate yourself as a financial advisor matters now more than ever. Yet most advisor branding is a constant stream of jargon, cliché, and sameness.
In this three hour workshop, advisors will learn:
- What qualifies as a valid brand vs. an invalid brand
- How to design a LinkedIn page that expresses your brand and attracts attention
- How to explain what you do without sounding like a cliché
- 6 phrases not to use when you talk about what you do
- Email and out of office messaging with style and personality
- How style of dress, personal grooming, office design, and pets can be used to reflect your brand
- Blogging, podcasting, and other content strategies that should be done in a cliché-free fashion, and how to achieve this
This presentation is highly interactive and includes quiz sessions involving volunteers from the audience. Chocolate and prizes are awarded for correct answers and calisthenics are required for incorrect answers. Humor is also highly utilized in delivery of this workshop.
Re-envisioning the Modern CPA Practice
Being a CPA isn’t as easy as it used to be. Infiltration from competitive pressures such as the gig economy, the do-it-yourself movement, and artificial intelligence have forced the traditional servicing model into a state of commoditization. This workshop will inform CPAs what they need to know in order to elevate their practices so that they can reap the demand for the advanced strategic and consultative advising that the market highly values.
Becoming a Technology Evangelist in the Age of Star Trek
Financial advising is entering the final frontier and the dawn of technology advancement has touched every facet of the industry, from the operations to service delivery, client communications, trading, prospecting, and beyond. How can operational professionals best equip the teams they support to maximize technological success in the age of Star Trek?
In this 45 minute talk designed specifically for home office operational professionals, we will cover:
- The role of the operations professional as adopters of technology solutions
- What it takes to be a technology evangelist within your firm
- The “internal clients” of the operations professional are the advisors. How do you win their trust, help them overcome resistance to change, and by doing so best support their ease of adoption?
- Embracing innovation as a friend as opposed to an enemy. How to help your team recognize the speed of rapid adoption of robadvisor and TAMP technologies in the industry and the fee compression that invariably will result unless it is matched by an equal embrace of technology by the advisor.
- A four step process for becoming an evangelist