New Research on Communicating Financial Planning Content in a Short-Attention-Span World

Tuesday, November 12, 2019

2:00 PM EST | 11:00 AM PST

60 minutes

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Today, most clients are overwhelmed by the barrage of messages vying for their attention. This webinar will highlight research on what leads to effective persuasion in a sound-bite world, particularly when it comes to complex topics like financial planning, investing and economics:

  • effective persuasion in today's economic environment
  • how to motivate clients to make better investment decisions
  • why an agenda can make financial planning meetings more effective
  • using storytelling to keep clients on track and avoid unnecessary risks in choppy markets
  • getting client emails opened and read to effectively communicate essential financial planning information
  • tapping into the power of visuals for investment, economic and financial planning decisions
  • less is more... the P&G one-page memo rule at work in a fast-paced market


Dan Richards Headshot

Dan Richards

Dan Richards is one of the leading authorities on today’s changing investor mindset and on what it takes to build deep relationships with existing clients and to attract new ones. In that role he’s challenged and engaged advisors at top rated talks in the United States, Europe, Asia and Australia.

A 30 year veteran of the investment industry, since 2009 Dan has written widely followed articles for Advisor Perspectives and is also author of the international best seller Getting Clients Keeping Clients, winner of LIMRA’s award as the best resource for client communication.

In the 1990s Dan built companies that were sold to a prominent research firm and to a leading publishing conglomerate. In 2002 he was recruited to serve as CEO of a broker dealer with 3500 advisors, where he led a team that stabilized the firm’s situation and in 2004 led its sale.

Dan holds an MBA from Harvard Business School and is an award winning faculty member in the MBA program at the Rotman School of Management, ranked among the top 10 global finance schools by the Financial Times. Dan sits on the board of four charities and for the last 10 years has co – chaired a dinner that has raised $2 million for a children’s home in Tanzania that he encountered during a climb up Mount Kilimanjaro.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives