A few highlights from the Mastermind Collegium included:
The Man With The Golden Promise: Become A Legendary Leader And Discover Your Signature Moves—Jason Hewlett, Jason Hewlett Entertainment
Jason provided an excellent example of the effectiveness of “edutainment” in delivering his keynote speech “The Promise”. Teaching leadership through a performance of uncanny musical and comedy impressions bringing legends of stage, music, and comedy to life to help advisors discover their very own “signature moves”, he was able to incorporate proven processes and immediately implementable takeaways to transform their business and leadership skills. Each virtual attendee received a copy of his book "The Promise to The One.”
Dinosaurs Are Forever: Can A Dinosaur Hunt Virtually?—Karl Wolf, Atlantic Asset Advisors
Karl, not originally a tech savvy advisor, outlined how a global pandemic did not stop his efforts of working with and engaging his clients. He shared how he learned to transform his business in the past year and went from fear to success in today's virtual environment.
Quantum Of Valor: Winning More AUM With An Active/Passive Selection—Tim Clairmont, Clear Financial Partners and Dave Alison, C2P Enterprises
Tim and Dave shared the wording and tools they use to gather assets under management with clients and prospects using both active and passive approaches.
From St. Louis With Love: Keys To Multiplying Your Success—Don Chamberlin, The Chamberlin Group
Don shared five keys that led to extraordinary growth in his practice focusing on quality hires, quality clients, and quality service and how that can lead other advisors in the same direction.
Goldreferral: NPS Survey Referral Process—Bryan Bibbo, The JL Smith Group and Matt Seitz, C2P Enterprises
Bryan and Matt walked everyone through an innovative Survey process that can build a referral pipeline by getting clients to self-identify if they would like to refer you!
A View To A Killer Plan: The Visual Retirement Method—Reno Frazzitta, Smart Money Financial Advisors
Reno discussed how you need to lay out the mission as you begin a client engagement. He shared how drawing on a whiteboard to visually lay out the client’s needs and goals can help potential clients understand holistic financial planning and its importance in securing their financial future.
The 2021 Clarity2Prosperity Mastermind Collegium put together a broad range of engaging sessions and advisors who shared financial approaches, engagement strategies, and a level of advice that offered ways to help differentiate an advisor’s positioning into a holistic, family-focused, financial planning specialist. This value proposition can attract prospects and retain clients with confidence that they are in good hands with an understandable and integrated financial plan for their future and legacy. The C2P Collegium viscerally engaged and demonstrated the effectiveness of being a learning company towards that pursuit.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation, and unique client/community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Ultimus Fund Solutions, NASDAQ, Pershing, Fidelity, Voya Financial and Charter Financial Publishing (publisher of Financial Advisor magazine).