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Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.


May Webinars

How to Elevate Value and Maximize Revenue - Part 2

Presented By: C. Richard Weylman, Weylman Consulting Group

Date: Wednesday, May 24, 2017 

Time: 2:00 - 3:00 PM EST

Registration & Cost:   Email to register

In Part 1 of this series, Annual Conference Keynote Speaker Richard Weylman revealed a proven formula to close the “value gap” that exists between consumers and the offerings of the financial services industry.  During that webinar presentation he showed every attendee how to execute the first part of the formula specifically, how to explain the value of their offerings solely from the consumer’s perspective. 

During this second presentation, as an attendee you will learn the second part of the formula I.e.: how a prospect or client’s experience with you and your firm increases their perception of value.  Specifically, what this presentation will mean for you is you will discover a plethora of tactics that, when implemented, connect deeply with the psychological needs of the affluent, create marketplace distinction and brand loyalty.  The overall benefit to you is that you will further close the existing value gap and overcome the prevailing commoditized mindset of consumers.

We encourage all leadership, marketing personnel, financial advisors and product specialists to attend this webinar. Based upon the feedback from Part 1 of this series this is a message you don’t want to miss!



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