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No Place to Hide: All-Advisors Bear Market Webinar (06-17-22) - Shared screen with speaker view
Dean Spada
23:22
will this slide deck be avail?
Sean Bailey
23:29
yes
Doug Pierce
23:42
We have some questions in Q&A
Karl
23:57
Are you using a conference call service?
RetirePath Advisors
26:16
How are you communicating these calls/webinars?
Sima Alefi
26:21
Are you calling each client individually or is your Admin scheduling the client calls?
Doug Pierce
28:08
5 Benefits of a VoIP System for the New Hybrid Workplacehttp://www.horsesmouth.com/_3n9t
RetirePath Advisors
28:09
Are all communications electronic then?
Sima Alefi
28:12
So, your client calls are not individual calls, its a webinar?
RetirePath Advisors
30:00
Is this weekly commentary completely created by you with no third party help?
Ron Ota
31:08
Would you please ask participants to use the Q&A for questions and Chat for one-off matters?
Sima Alefi
32:26
Can you be able the share the announcement template for us? Love your ideas!
Sima Alefi
32:52
*with us?
Jeff Crossland
33:02
can you provide a link or something else about the guy who is the data hound. Is his material free? Presumably his stuff would be subject to review by my compliance department?
patrick dougherty
33:02
I send monthly performance updates & quarterly trade explanations. I like the weekly update, but when does this become overkill. I receive over 500 emails/day, of which I read maybe 10%. Curious what the click through rate is for you.
Doug Pierce
33:05
Hi Ron, we're going to take questions from both today. Some feel more comfortable using chat.
Jeff Crossland
34:03
Good question PD? People are bombarded with all kinds of information.
Doug Pierce
34:18
"New Normal" Practice Management WorkshopVirtual Workshop: July 11–14:http://www.horsesmouth.com/newnormal
Kathy Roth
34:59
I have attended Debbie's practice workshop and in the past and it's exceptional!!!
Sima Alefi
35:06
I have attended Debbie's courses in the past, big fan!
Peter
35:31
Missed his email or webpage address, can you share it?
Vic Simon
35:37
sorry Ryan Dietrick?
Peter
35:46
yes. Thx
John Garstka
36:28
Ryan Detrick
John Garstka
36:30
https://lplresearch.com/author/ryandetrick/
Jeff Crossland
46:03
Apropos of market discussions, the NASDAQ is up 1.91% right now for today.
Joseph Grutta
48:19
Are you using the custom plan or the basic plan at fpPathfinder?
Brian, San Diego
49:50
do you use stop loss orders?
Jeff Crossland
51:14
Very true, Sean and Debbie. Comment, if you would, about the client who you know is consuming financial/political/etc. information from sources that may be itself far too emotional and fear driven---give some ways you address that type of client.
Janet Barr, MS, ChFC
53:15
Can we get thru the slides and loop back on some questions in a little?
Jeff Crossland
53:25
Glad to hear you say this, and are point blank blunt with the client.
Jeff Crossland
53:53
Also, a good point. I think asking the client to provide their information is appropriate.
Sima Alefi
54:37
HE is a total pessismist!
JACQUES LUCCHESI
55:14
I have this recurring nightmare about having dinner with him and Byron Wien
Sima Alefi
01:01:33
You are an amazing Advisor Debbie! I so admire you.
Joseph Grutta
01:01:46
Where in Riskalyze are those questions?
Peter
01:06:02
love the slides, can they be shared?
Vic Simon
01:06:06
are those charts in JPM deck?
Jeff Crossland
01:06:11
Are these charts from the Ryan Dietrick source you mentioned earlier.
Monica Osborne
01:06:24
Can we get a copy of Debbie's slide deck?
John Garstka
01:06:46
Riskalyze Check-Ins - Under each individual client's profile, there is Check-In's Tab - you can send them from there, Joseph
Doug Pierce
01:10:08
"New Normal" Practice Management WorkshopVirtual Workshop: July 11–14:http://www.horsesmouth.com/newnormal
William Greenfield
01:10:14
Do you find your clients saying that you are sending too much info?
Jeff Crossland
01:11:11
Sean you just mentioned we would get the "slide deck" or "slides" and a reply of this webinar. We will get all of that in an email, or how should we be expecting to receive all of this, etc.
Sima Alefi
01:11:29
Since I have taken Practice management with Debbie about six months ago, can I ask for the announcement and agenda templates?
Doug Pierce
01:11:30
The links will be emailed to you, Jeff.
Joni Rametta
01:11:44
Very informative - thanks!!
Alyssa Young
01:11:49
Thanks for doing this, Debbie and Sean.
Jeff Crossland
01:12:03
Thanks Doug.
Deanna Orf
01:12:22
any discount to attend the New Normal workshop a second time. it was AMAZING - drinking from a firehose. should have blocked out the week to fully immerse in the course. so worth the time
Sean Bailey
01:13:28
Jeff, just the deck and link to the recording. For more detailed resources, I’d recommend attending Debbie’s workshop.
Sima Alefi
01:13:31
I would also be interested in taking the practice management course again. Highly recommend it. Would we get a discount for a second attendee?
Sean Bailey
01:13:58
Sima, That depends on when you took the workshop. Call HM Member Support.
Doug Pierce
01:14:00
"New Normal" Practice Management WorkshopVirtual Workshop: July 11–14:http://www.horsesmouth.com/newnormal
Doug Pierce
01:14:40
Sima, That depends on when you took the workshop. Call HM Member Support.
Jeff Crossland
01:14:49
Thank you Sean and Debbie. Great presentation. Informative.
Ron Stein
01:16:08
thanks much