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Upcoming Webinars

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Demo Twenty Over Ten

August 23, 20171:30pm –  2:30pm  EST


Join us for a demo of Twenty Over Ten's completely new and updated platform, V2, which includes the most robust website, blogging, and landing page tools for financial advisors. We will walk through our CMS (content management system) and show how easy it is to edit your website with our in-line editor, add unlimited file uploads, and archive your website or request compliance approval through our unique Broker-Dealer compliance system (that includes live chat!).

Finally, we will discuss our unique design process (for those that do not want to build a website themselves) and the other packages we offer to help with copywriting, social media, and logo design.

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How to Grow Sales With Video Marketing

August 23, 20173pm –  4pm  EST


Are you staying in touch with prospects like you should be?

With so much information about financial health, it is important to uniquely position yourself as a trusted resource. When you demonstrate your expertise using video, you'll attract more trust within your network of prospects and referral sources.

During this webinar you'll learn how to:

- Reconnect with your database
- Build a database of prospects
- Use video to stay in touch
- Work your email list for business

PRESENTERS:
Scott Sillari is VP of Business Development at Vyral Marketing. Scott has a passion for helping professional service providers reconnect with all of the people they may have neglected in their databases and rebuild those relationship by consistently sending them educational, helpful videos which may lead to new business. Scott launched his career in 2013 and has successfully built the strategic partner relationships necessary to allow Vyral Marketing to help more people. He is the head of Vyral Marketing's business development, host of Vyral Marketing's entrepreneurial podcasts and oversees our outbound and inbound sales team. Scott is based in San Diego, CA.

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Make Your Website a Workhorse: How to Set up Technology to Work for You

September 21, 20173pm –  4pm  EST


Your website is the hub for all of your marketing efforts. But are you leveraging it in all the ways you can?

Join us as we discuss ancillary tech tools financial advisors should have integrated into their websites to effectively and efficiently start and run their financial planning business.

During this webinar you'll learn about tech tools for financial advisors such as:

- Customer relationship management (CRM)
- Consumer Portals
- Google & LinkedIn Analytics
- Social Media
- Video
- Call & meeting schedulers

PRESENTER:
Jennifer Goldman CFP® and business operations strategist at My Virtual COO, started My Virtual COO to meet the needs of independent financial advisory firms. Jennifer helps growing professional services firms improve the client experience, internal operations, and profitability through best-fit software, time-saving processes, and use of expert providers. COO has over 40 years combined experience improving the operations of firms all over the USA.

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