Ripple Effect Strategies | CE Approved Sessions
A professional development firm that specializes in providing business professionals an array of events, training, and coaching opportunities.
Speakers, Consulting, Coaching, Content Development, Business Development, Team Building, Conference Strategy, Presentation Skills, Event Planning, Workshop Development
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CE Approved Sessions

We are proud to announce CE approved presentations to support your advisors.

The Encore Blueprint: A Client Centered Approach to Retirement

1 CFP

Clients are approaching retirement in record numbers and at the same time their life expectancy is increasing.

As their financial advisor, you are uniquely positioned to be a source of support, information, motivation, and guidance. Discover a variety of ways to support your clients in the development of their big picture ideal retirement life and all of the components of that life. Build relationships with your clients as they work from a point of motivation and enthusiasm on the goals they have established. In addition, utilize tools and communication strategies that will enhance the retirement planning process.

Diversity in America

1 CFP

Mobile internet usage has experienced unprecedented growth: mobile search has grown 500% in the past 2 years. Mobile technology has transformed how consumers interact and transact. According to Google, more than 50% of internet users are accessing the web from mobile devices, smart phones, and tablets. Organizations without a complete mobile responsive experience lose market share and limit their opportunity set; those that commit and differentiate realize success.

The Tidal Wave of Affluent Millennial Assets is Coming: How to prepare  your practice to communicate with, assist and attract this generation

1 CFP

Every decade of so, the financial services industry goes through a sea change in business styles. That is precisely what is going on right now.  The growth of the affluent millennials is tremendous and the size of the population of millennials has just surpassed that of the Baby Boomers. They are here, earning plenty of money in addition to what they have inherited or will in the near future.  The advisors CAN attract those assets and millennial clients IF they make some subtle changes to their style of doing business.  Learn how to hire, recruit or partner with advisors in the millennial age bracket, strategies to  become more technologically savvy, and learn more about this new group of investors.

Future Factors: Harnessing Societal Change to Your Advantage

1 CPE

Are you prepared for the societal shifts that are altering the business landscape? Today’s clients have information at their disposal, new platforms on which to share opinions, and greater influence in the marketplace. Organizational hierarchies are flattening and employees are reexamining work values. Find out how to keep clients and employees engaged by:

  1. Creating an action plan to leverage the voices of empowered clients and earn their loyalty,
  2. Turning the “experience economy” into a competitive advantage,
  3. Understanding the factors that are changing how people work and consume,
  4. Transforming workplace conflict into growth opportunities, and
  5. Learning how to better recruit and retain the next generation of advisors.

Social Security Optimization

1 CFP

Social Security is also known as the Old Age, Survivors and Disability Insurance (OASDI) system. Social Security provides a level of retirement security for the vast majority of Americans. Retirement age can be a decision reflecting when the client has sufficient financial capital to retire. The lack of defined pension benefits and the emergence of the knowledge economy worker have changed the framework of retirement decisions. The role of a financial advisor is to help clients address financial issues and personal values surrounding the decision when to claim Social Security. Advising clients when and how to claim Social Security benefits is one of the most important retirement income decisions.

Legacy Advising: A Multi-Generational Approach for Guiding Family Wealth Transfer and Retaining Assets

1 CFP

During the next several decades, the largest inter-generational transfer of wealth in history is expected to occur- highlighting the need for a different approach for working with Families of Wealth and retaining assets. By embracing the role of a “Multi-generational Legacy Advisor”, FA’s create an incredible opportunity to forge a deeper bond with both clients and their families. This session will highlight some of the insights into how advisors to re-brand themselves and “shift their thinking” in order to solidify their role as the trusted family advisor to all the generations in a family. Additionally, behavioral techniques advisors can employ, along with strategies for incorporating these vital tools into an advisor’s practice will be discussed.

The New Advisor: An Essential Resource for an Aging Population

1 CFP

Clients have given wealth managers their ultimate trust – their future depends on you. Will they have enough money to live comfortably, take care of their families, living and health expenses, and still be able to leave a legacy? As their financial advisor, you have their trust and respect like no other professional. You are now, and will continue to be, the ultimate resource of information for your clients, and their offspring. Building a legacy of trust is key to successful relationships and asset retention. This presentation will give you an insight to Aging in Place as an option for your clients. You will acquire keys to building a relationship with their families. In addition, we will discuss strategic relationships and share resources that can educate and strengthen bonds with your aging clients and their children.