A webcast presentation by Wayne Montierth, as part of the CMT Association's Educational Web Series. About the Presentation: I will demonstrate the legitimate imperative of TA chart principles and the power of expectations that it affords. The staff and players of the KC Chiefs probably screen more hours of video footage than every movie theater in Kansas City. Maybe that's hyperbole, but there's a reason they do. Strategic planning requires understanding patterns of behavior and where to exploit it. Random Markets? Where? It's ALL about timing that risk-taking counter-punch

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]