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Winter Meetings of the Profession
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Thursday, January 24 • 10:05am - 11:15am
Marketing Breakaway I - Advisor of the Future Workshop

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Based upon the disruptors which are converging to challenge professional service provider’s to further distinguish themselves, this workshop offers a fresh perspective on how marketers can be better prepared to support the advisors of the future. During this workshop, attendees will be introduced to: The five distinctive competencies that firms need to possess to drive higher levels of value creation by adopting a true client champion mentality, applying greater levels of cognitive flexibility and communications agility, delivering higher levels of value by adopting a business accelerator and indispensable partner mindset. WHAT YOU WILL EXPERIENCE:
  • Understand how the next wave of client expectations will shape what marketing will need to support
  • Learn how the 5 distinctive competencies of the Advisor of the Future can be incorporated into the marketing and business development programs
  • Be introduced to a gamification process that can be internally championed to gain alignment on the distinctive competencies of the future
  • Learn how to apply CEI’s PROOF model to better understand the needs of stakeholders throughout the client life-cycle 

Thursday January 24, 2019 10:05am - 11:15am PST
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