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[Webcast] The Golden Hour

Event Description

​The Golden Hour
The Golden Hour.JPG

Wednesday, March 3rd, 2021| 12:00 PM - 1:00 PM

 This is a FREE Members Only Event 

Clients mentally leave their financial professionals months before their money does. This is how those financial professionals might win them back while they still have time.

Built to be an effective and implementable client retention model

Losing a top client is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have to be this way and that it is surprisingly simple and easy to maintain top clients—the very clients that form the foundations of the viability of financial professionals' businesses. In fact, by breaking one bad habit and making another, financial professionals can easily maintain client relationships for their careers. Most client retention models are so intensive and time consuming as to prevent most financial professionals from ever using them. “The Golden Hour” model aims to deliver maximum benefit at a truly implementable level.

Program toolbox: from principles to practice
  • Keynote presentation 50 Minutes
  • Keynote summary summarizes the problem and a potential solution and also provides research highlights
  • ‘”The Golden Hour’ Implementation Guide” designed to help financial professionals apply the lessons of this program to their own books of business
Research highlights
  • The 80/20 rule is effectively true when it comes to from where financial professionals earn their incomes. 22.8% of clients deemed “top” or “Anchor” clients by financial professionals were said to provide the majority of their incomes.1
  • 72.7% of financial professionals lose one of these top clients each year, and 61.3% of those financial professionals were “surprised” by the departure.1 They could not see it coming.
  • 32.4% of financial professionals consider this problem ”severe,” and an additional 64.2% regard it as ”problematic.”1
  • Here’s the good news: Our research shows 4+ personal contacts per year are enough to stop these client losses.2 The key here is personal; the personal touch is the golden touch. ”The Golden Hour” aims to provide an impactful and efficient methodology to get this done.
1. Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc. under proprietary contract of Invesco Global Consulting during the second half of 201. Used with permission.

 2. Source: Study of 213 affluent investors with >$1M in investable assets, conducted by R.A. Prince & Associates, Inc. under proprietary contract of Invesco Global Consulting during the fourth quarter of 2016. Used with permission. Contact = any form of interactive contact including telephone interactions, in-person meetings, text messages and/or email exchanges.

Lisa Kueng.jfif
Director of Creative Campaigns,

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 

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Business Development + Career Management

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3/3/2021 12:00 PM

End Time

3/3/2021 1:00 PM





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Registration is closed.

Refund Policy

Cancellations and Refund Requests
  • Cancelations must be made in writing and emailed to 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











3/3/2021 12:00 PM


Content Type: MyCFA Calendar
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Created at 2/12/2021 12:37 PM by[CASMSTS:username]
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