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Title

SOLD OUT: [Webcast] Priceless: The Language of Value

Event Description

SOLD OUT!

​Priceless: The Language of Value

Invesco Priceless Value.png

This is a FREE Members Only Event 

Wednesday, November 18th| 12:00 PM - 1:00 PM ET

Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value?

Invesco Global Consulting teamed up with political consultant and word specialist, Maslansky + Partners, for a 6-month study on what investors think. What do they value and how should their financial professionals respond? Do they want “low-cost” or “high-value”? “A financial plan” or “financial planning”? “Discretionary accounts” or “financial professional-managed accounts”?

The study included financial professional interviews, investor dial sessions and a survey of 1,000 North American investors. The research uncovered new “cries” from investors and resonating responses from financial professionals when defending, defining and delivering value.

Attendees Will Learn:
  • How to communicate fees in a confident manner
  • How to deliver on value
  • Resonating words, phrases, and sequences of the value conversation
Research Highlights:
  • It’s not about less; it’s about more.
  • Investors want financial professionals to be proactive in demonstrating that they are more than just money managers.
  • Only 3% of investors are “satisfied” or “very satisfied” with their review meetings (Source: 2017 North American survey by Invesco Global Consulting of 1,000 investors)
Speaker:
Lisa Kueng.jfif
Director of Creative Campaigns,
Invesco

Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshops for women investors, “The New Retirementality,” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. 

Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and “The Possible Woman” conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s  Marketplace Weekend and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings. 

Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Global Consulting), a group dedicated to helping financial professionals get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004. 

This event is in partnership with Invesco
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Event Type

Career

Education Topic

 

Start Time

11/18/2020 12:00 PM

End Time

11/18/2020 1:00 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

0.00

Non-Member Price

 

Candidate Price

0.00

Registration

Registration is closed.

This is a Members Only event

Discounts/Refund Policy

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows. 

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

11/18/2020 12:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 4.0
Created at 10/29/2020 9:51 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 11/16/2020 8:56 AM by serena.roche@gmail.com[CASMSTS:username]