Standing Out in a Crisis – Keys to Growing & Enhancing Your Practice Through Market Cycles – Swan Global Investments – 3.19.20

Overview:
Title: Standing Out in a Crisis – Keys to Growing & Enhancing Your Practice Through Market Cycles
Date: Thursday, March 19, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

In challenging market environments it becomes even more critical to differentiate your practice and deliver on client expectations.

Retaining clients through challenging times is critical to sustaining and growing an advisory practice – that starts with ensuring that your firm can cut through the noise and stand out from more than 300,000 other advisors, that to investors, may be seen as a sea of sameness.

Our guests represent firms that are committed to helping advisors be more successful in serving their clients and growing their businesses.

Each of our guests can help you stand out and enhance your practice in 1 of 3 key areas: marketing, starting the conversation with risk, as well as, risk and asset management.

Speakers:
Robert Sofia Robert Sofia Founder, CEO Snappy Kraken

Robert Sofia is the CEO of Snappy Kraken, a marketing technology platform exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, investment companies, insurance companies, and more.

Robert has received countless accolades for his work including winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500, INC 5,000, Agency 100, and Best Places to Work In Financial Technology lists. He has authored two best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, Journal of Financial Planning, ThinkAdvisor, and others.

Robert is an award-winning speaker who has delivered actionable keynotes for world-renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential.
Chris Hylen Chris Hylen, CFP® National Practice Enhancement Consultant Swan Global Investments

As National Practice Enhancement Consultant, Chris Hylen helps advisors looking to enhance and scale their practice across a range of areas including messaging and positioning for differentiation and brand affinity; prospecting, referral, and sales processes; operational hurdles and personnel challenges.

Over the past 30 years, Chris has worked at three of the largest and fastest growing RIA firms in the country. Today, each of those firms manages over $1 billion in AUM and has been ranked as a Barron’s Top 100 RIA. Chris has synthesized his career experience into a 12-step consulting program for financial advisors called Billion Dollar Bootcamp for financial advisors, compiling experience from his 30-year career working with some of the largest RIA firms in the country.
Curtis Wise Curtis Wise Director of Product Knowledge Riskalyze

Curtis is the Director of Product Knowledge at Riskalyze, the company that invented the Risk Number® and was twice named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine.

As the Director of Product Knowledge, Curtis equips and empowers Riskalyze teams with the content and training needed for success. Curtis spent 4 years in the financial service industry as a financial advisor prior to joining Riskalyze. He is a frequent presenter at Riskalyze Bootcamp trainings and industry events nationwide. When Curtis is not empowering the world to invest fearlessly, he spends his time with his wife and two young boys, golfing, and enjoying/creating music.
Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com.