Speaking
Partner with the Weylman Center to bring dynamic and impactful presentations to your firm, either in person or via webinar.
EMPOWER YOUR ADVISORS AND FIRM
Why work with us?
Engaging with the Weylman Center, your advisors and firm will expand their thinking beyond product knowledge and technology tools. Our presentations and workshops offer strategies to help advisors:
- Attract and win new clients.
- Strengthen relationships with current clients to improve retention.
- Unlock opportunities for referrals and additional business.
Our proven methods of success empower advisors at all experience levels, from brand-new advisors to experienced professionals. Our specialty is helping firms capture the “movable middle,” equipping advisors with the breakthroughs they need to elevate their practices and achieve lasting success.
Our presentations
Our expert speakers deliver engaging content tailored to your audience, offering a variety of topics and formats designed to inspire and educate. Here are some of our most requested presentations. Tell us your needs and we will research and customize a presentation for your audience.
From First Conversation to Clients for Life (Most Popular in 2024)
This presentation provides a fast-paced overview of how to build on your existing client base, implement repeatable processes, and create a client service model that keeps you top of mind for your clients.
Audience takeaway
- Discover how to enhance client touchpoints throughout the sales process, annual reviews, and client surveys.
- Learn to develop a client service model that incorporates client segmentation, lead generation, gifting, and event planning.
Uncovering Your Target Markets
Discover why target marketing is vital for achieving next-level success in our industry and for choosing effective marketing strategies in this dynamic introduction to target marketing.
Audience takeaway
- Learn how to research and identify 1–3 target markets within your existing book of business or prospects to elevate your practice.
- Understand how to approach your natural market, centers of influence, and associations to become the “go-to” financial resource within your target markets.
Positioning with Centers of Influence
A new twist on old methods that work for prospecting in our business. As technology and times have changed, so have the ways in which we interact to build our network of COI’s (centers of influence).
Audience takeaway
- Revisit proven methods for approaching centers of influence and discover new approaches that advisors across the country are successfully using.
- Leave this session with an practical and actionable approaches for contacting centers of influence within your target markets over the next 90 days.
Call Reluctance Workshop
Whether you are a brand-new advisor or have years of experience in the industry, call reluctance is something we all face at some point in our careers. This workshop is designed to help you identify the underlying causes of your reluctance, and provide actionable strategies to overcome it.
Audience takeaway
- Learn about the 12 marker behaviors of call reluctance. Participate in an open and supportive group setting to explore the areas where you struggle.
- Make an action plan to identify and get assistance when reluctance is kicking in. Determine whether taking the SPQ Gold assessment and scheduling a coaching session with our strategic partner, Connie Kadansky, is the right next step for you.
Social Prospecting (Including Warm Introductions)
In this presentation, participants will learn best practices for attending networking events, trade shows, and association meetings, as well as strategies for obtaining referrals (warm introductions).
Audience takeaway
- Learn how to get actively involved and get known in specific organizations. Uncover the right committees to join, how to maximize your lead generation at events, converting those leads into appointments, and how to effectively incorporate social media into your prospecting efforts.
- Learn how to make yourself memorable at events (in a good way) and how to follow up afterwards so that you actually get appointments. Explore methods for gaining warm introductions from people you meet at these events as well as from existing clients.
Is an Advisor Team Right for Me?
If you are an advisor planning to exit the business within the next 10 years or a new advisor eager to work with and learn from more experienced professionals, this session is for you.
Audience takeaway
- Learn the advantages and disadvantages of creating an advisor team. Explore best practices for building a team and the processes involved.
- Learn some of the most common issues teams have in the formation process and how to navigate issues such as: aligning values, establishing processes, splitting commissions, effective communication, conducting team meetings, segmenting clients, identifying target markets, managing referrals, and handling potential team “break-ups.”
Want to approach other topics & presentations?
We customize a presentation, workshop, or keynote to your audience and match you with the right experienced speaker from our network!
“Your partnership with our advisors has been integral to helping them acquire clients in their identified niche markets. We are lucky to have you as part of the North Star family.”
Niccolo A. Gonzales
/ Associate Vice President
North Star Resource Group
“Misty is an inspiring and authentic speaker that supports hundreds of our new financial professionals to find sustainable success by helping them to discover their ‘why,’ identify their target markets and create tangible marketing plans.”
Sonal Thacker
/ MBA, Ed.M
Program Manager, Sales Learning Strategy
Guardian Life Insurance Company
Book our speakers!
Need help igniting your next event. Reach out to learn about our network of professional and expert speakers.