March 29, 2022 | All-Female Webinar Panel: Identifying Your Target Audience to Generate More Leads and Drive New Business
March 24, 2022 | Snappy Kraken Partner Webinar: Blend Out - From Ordinary to Unforgettable
We know you’re a great financial advisor. You work hard for your clients to help them plan for their future and make good investment decisions, but… Are prospects beating down your door to do business with you? 🤔
Maybe you see competitors, who don’t offer the quality work you do, getting more business… and you don’t understand why.
If that’s your case, we would like to invite you to a live webinar hosted by our partners at Snappy Kraken called From Ordinary to Unforgettable: How Top Advisors Blend Out.
The goal is to help you get noticed and remembered by your ideal clients 🥇 The webinar will teach you 9-irresistible strategies used by the greatest companies and how financial advisors can apply them to their business.
Register here to view the recording and get ready to transform ice-cold prospects into insatiable brand ambassadors.
November 03, 2021 | Connecting With Meaning: How Personalized Experiences Are Key to Driving Customer Loyalty and Retention
DID YOU KNOW - up to 15% of a business’s most loyal customers account for 55% to 70% of total revenue?!*
Over the course of the pandemic, the industry has shifted with more of a focus than ever before on strengthening customer relationships and building loyalty. Consumers have come to expect personalized experiences, and getting this right will not only grow loyalty but will also boost customer lifetime value (CLV) and overall revenue growth for your business.
Watch and listen to a panel of industry experts as we take a deep dive into the best-kept secrets to a personalized customer experience to drive retention and a more profitable practice.
September 01, 2021 | WealthTech On Deck Podcast: Creating Digital Marketplace Platforms with Keith Gregg
THE SUMMARY
In this episode, Jack talks with Keith Gregg, Founder, and CEO of Chalice Network, a fintech company based in San Diego. Keith has more than three decades of experience in financial services and executive leadership. During the first part of his career, he served as a financial advisor and created his first independent business focused on planned giving. Keith also served in the US Marine Corps and was the recipient of the Presidential Service Award from President Ronald Reagan.
Keith and Jack discuss the benefits of creating digital marketplace e-commerce platforms, helping small businesses, and embracing tech advancement in the industry. “There's no turning back--that genie is out of the bottle. They're not going to put it back in, so you better become incredibly perfect with being able to digitally communicate and coordinate and deliver to your customers via a digital platform.” ~ Keith Gregg
MAIN TAKEAWAYS
Small business owners constantly look for economies of scale, operational efficiencies, and enhanced enterprise value.
Fintech is changing the course of financial advising. It pays to be highly knowledgeable and on top of innovations in your niche.
Having a single sign-on digital platform for advisors can help greatly in eliminating unnecessary steps, ensuring smooth operations, and extending the reach to small- and mid-size businesses.
Advisors should focus on building their network, investing in themselves and their business, and embracing change.
July 27, 2021 | Seminar Solutions for FInancial Advisors in 2021 & Beyond
As we move forward into a changed social landscape, and having found the benefits and efficiency of virtual events, one thing remains clear: your ideal prospects are in need of financial education. We have seen tremendous shifts in marketing and consumer demand.
Join us for a deep dive into what is working today, what trends are becoming more apparent and how White Glove can help you get in front of new prospects without any upfront marketing costs.
Key Takeaways: - What marketing tactics are working today - Risk-free options for virtual or in-person introductions - What your ideal prospects are interested in learning from a credible professional
*White Glove offers a unique hands-free service that allows advisors to focus on speaking with prospects and clients, while outsourcing all the event planning and marketing risk. This affords White Glove a unique perspective in the industry as we are positioned shoulder to shoulder with our advisors and only succeed when they do. All backed by our industry leading client guarantee. To learn more visit https://www.chalicenetwork.com/marketplace/whiteglove/.
April 05, 2020 | COVID-19 Resource Page for Business Owners
Visit our resource page for info on the new SBA lending solutions, as well as timely and relevant news and information surrounding the COVID-19 crisis.
April 06, 2020 | Market Commentary
This commentary has been carefully curated by Anchor Point to provide a video experience that is informative and lines up with your values as an advisor. It is unlike anything you’ve ever seen or used before!
March 30, 2020 | Market Commentary
This commentary has been carefully curated by Anchor Point to provide a video experience that is informative and lines up with your values as an advisor. It is unlike anything you’ve ever seen or used before!
January 01, 2020 | Miss a Webinar? Check Them Out All in One Place!
Our video library contains a wealth of information, right at your fingertips. Check out all the ways Chalice members can benefit today.