Alliance of Comprehensive Planners Announces Featured Speakers, Special ‘Homecoming’ Plans for 2018 Annual Conference in Miami
Companies interested in sponsoring the ACP Annual Conference will find more information here: http://2018.acplanners.org/sponsors. The agenda is available here: http://2018.acplanners.org/home.
SPECIAL CELEBRATION AND HOMECOMING PARTY
A special ACP Celebration and Homecoming party will take place on Thursday evening,
"I am sponsoring the upcoming ACP conference to celebrate the growth and evolution of our organization," said
Former members have two options for attending: (1) They may attend the full conference at the member rate of
FEATURED SPEAKERS WILL EDUCATE AND INSPIRE
Sales and training expert Rob Jolles, marketing and PR professional Marie Swift and "the father of financial life planning" George Kinder will keynote at this year's event.
Best-selling book author
"Surely you know plenty of people who need to make a change, but despite your most well-intentioned efforts, they resist. Why? Because people fundamentally fear change," Jolles said. "Whether you hope to make a sale or improve a relationship, know that changing someone's mind is never an act of coercion but rather one of compassion. In my keynote presentation, my goal is to leave the ACP attendees with an understanding of the six stages a client goes through when making decisions, the three critical decision points clients face within those stages and how to work in a consultative manner within those stages to help clients move past their fear of change."
Industry influential and marketing/PR pro
"Does it ever seem to you that certain other financial planners and investment advisors have some sort of 'magic fairy dust' when it comes to being successful and standing out more significantly than you do? Chances are they have stumbled onto or developed a business building strategy that works for them," said Swift. "What are those success strategies — and how can you learn from their examples? That is exactly what I will share during my business building session at the ACP conference. Attendees will leave with a proven model for creating a strong marketing plan, examples of how other fiduciary advisors are successfully marketing their services today and tips on being a better communicator and content creator."
Book author and speaker/trainer
"Life Planning can reliably deliver the most exhilarating, pragmatic and meaningful financial planning meetings for your clients," said Kinder. "In my presentations at the ACP conference, I'll discuss Life Planning's five-phase EVOKE® process and how its roots in mindfulness and listening skills reveal clients' dreams of freedom and then deliver them. Through lecture and experiential exercise, we will consider the inner listening/mindfulness skills required for mastery of client conversations and the significance of great listening in successful client engagement. I will identify the three phases of initial client meetings that develop relationships of trust and explain how to help clients move from trust to inspired action on their financial plan. I will close with themes of my new book A Golden Civilization and provide fresh approaches to economics and democracy and the role financial planners will play."
More information on the featured speakers is available here: https://2018.acplanners.org/content/featured-speakers.
SEVEN STAGES WORKSHOP
On
Being an ACP member is not required to participate in this special
2018 COMPETITION FOR STUDENTS
ACP also recently announced details of the second annual
ABOUT THE ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)
Press contact:
Leesy Palmer or
800-974-7753
[email protected]
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