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Showtime. The Power of Story.

Showtime. The Power of Story.

If you have a great story to tell, then you need to know how to tell it. Whether you rely on a pitchbook, presentation or conversation to win new business, your story needs to be concise, compelling and consistent, and it needs to be told with conviction and skill. "Showtime" is specifically designed to help high-net-worth (HNW) and ultra-high-net-worth (UHNW) advisors refine their stories for prospective affluent investors, institutions and multi-generational families. The key teaching points are based on over 2000 presentations with over 250 HNW and UHNW institutional teams and on the largest study every done on the language of financial services.

Skills to be developed from the presentation

Attendees are shown

  • How to structure their stories for HNW and
         UHNW investors
  • How to prepare for the unscripted
  • How to structure their bios
  • How to simplify their investment processes
         and philosophies
  • How to talk about services beyond the portfolio
  • Four cornerstones of presenting their stories
  • Key words to use and lose

Who Should Attend
All financial professionals who want to improve this essential skill for success.


Parking Information
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.

Special Starting Time
5:00 pm - Networking and Cash Bar
5:30 pm - Dinner and Program
7:30 pm - Meeting Concludes

Tuesday, November 12, 2019
5:15 PM - 7:30 PM

Location

The University Club of Tampa
38th Floor
201 N Franklin St
Tampa   FL   33602
(813)223-3737
 
Website for Location
Map for Location



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Non-Member: $50 $50.00
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Registered Candidates and Students: $25 $25.00
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Speaker Profiles

 


Brett Van Bortel
Director
Invesco Consulting Services

Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness and productivity of financial advisors. As a speaker and consultant, his focus is helping advisors in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of advisory practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial advisory firms and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial advisors in addition to individually coaching top-producing teams.

Brett is a co-author of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients,* The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy** and Selecting a Coach: 7 Guidelines for Financial Advisors.*** He is also a regular contributor to Financial Advisor magazine. Prior to joining Invesco in 2010 when the firm combined with Van Kampen,

Brett worked for Van Kampen Investments for 13 years as a member of Van Kampen Consulting, the predecessor to Invesco Consulting, as well as in advertising & marketing.