Successful Strategies To Get Your Clients To Follow Your Financial Advice

Date: Thursday, November 7, 2013
Time: 2pm ET | 11am PT
Cost: Free

Sponsored by:

Individuals are looking hard at what are the true costs of retirement as the future of social security remains unclear and long-term healthcare costs continue to rise and turning to their financial advisors for answers. However, the best retirement plan is worthless if your clients don’t follow through on your recommendations.

Getting your clients to follow through on your advice can be one of the most frustrating parts of an advisor’s job. Advisors need to learn how to apply behavioral science techniques to improve the art of how to speak to clients regarding retirement.

Join ThinkAdvisor for this live, interactive webcast, sponsored by Nationwide, and hear from industry experts as they discuss how to implement behavioral science principles to improve your clients’ chances of having a financially secure retirement.

Featured Speakers:

Jamie J. GreenJamie J. Green
Group Editorial Director
Investment Advisor Group

Jamie Green is Group Editorial Director of the Investment Advisory Group at Summit Professional Networks, with overall editorial responsibility for, launched in October 2010, and Investment Advisor and Research magazines, monthly print magazines which have served advisors of all kinds for more than 30 years.

He has nearly 30 years experience in print and electronic journalism, with nearly 14 years covering the investment advisory industry. In the 1980s he was editor of Tele/Scope, a pioneering electronic news service based in New York that covered telecommunications business and research, and was editor of Telecommunications Research, a monthly journal. In the 1990s he worked for nine years at The New York Times, where he was editor of TimesFax, an electronic version of the newspaper of record now known as TimesDigest. While at The Times, he led the editorial team that expanded distribution of TimesFax to remote corners of every continent on Earth, to every ship in the U.S. Navy, to scores of cruise ships, and to the international space station.

He joined what was then Dow Jones Investment Advisor in 1999 as managing editor, was appointed Executive Editor of Investment Advisor magazine in 2000, Editor in 2002, Editor-in-Chief in 2005, and Editorial Director of Investment Advisor and Wealth Manager in 2008 before assuming his current position in 2009.

He holds a bachelor's degree in philosophy from St. Hyacinth College in Granby, Mass., and studied theology on the graduate level at St. Anthony-on-the-Hudson, Rensselaer, N.Y.


Olivia MellanOlivia Mellan
Professional Speaker, Author, Money Coach, Business Consultant, Psychotherapist

Olivia Mellan, a speaker, coach and business consultant, is the author with Sherrie Christie of The Client Connection: How Advisors Can Build Bridges That Last, available through the Investment Advisor Bookstore. She also offers money psychology teleclasses and facilitates inter-generational retreats for wealthy families.


Kol BirkeKol Birke
Financial Behavior Specialist
Commonwealth Financial Network

As a financial behavior specialist within Commonwealth’s Advanced Planning team, Kol works to make financial planning easier and more effective by helping advisors align their clients’ actions with their goals (e.g., calming emotional investors, reconciling spouses’ risk tolerances, and facilitating business and life transitions). Kol received his bachelor’s degree in economics from Brandeis University and his master of applied positive psychology degree from the University of Pennsylvania. He holds FINRA Series 7, 24, and 66 securities registrations and has the CFP® designation.


Mike SpanglerMike Spangler
President and CEO
Nationwide Funds

Mike Spangler serves as the president and CEO for the Nationwide Funds, part of the diversified financial services portfolio of Nationwide Financial. He is a senior vice president of Nationwide Financial. Mr. Spangler is responsible for the management and operations of the investment advisor, administration and shareholder servicing for Nationwide Funds investors. With more than $48 billion in assets under management, the Nationwide Funds, with a heritage dating back to 1933, focus on long-term investing through competitively priced investment solutions. In addition, Mr. Spangler is president of Nationwide Investment Advisors, LLC and Nationwide Funds Distributors, LLC. He was elected to his current roles in June, 2008. The Nationwide Funds group has operations in Columbus, Ohio and suburban Philadelphia, Pennsylvania.


Moderated by:

John Sullivan Elliot Markowitz
Director, Strategic Content
Summit Professional Networks

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