3 Habits of Highly Effective Financial Advisors

Overview

ON-DEMAND ONLY

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Sponsored by:

 

 

Smart advisors know the key to continued and future success lies within improvements to your client experience. When you forge deeper relationships, you boost your client retention, gain new assets, and increase client referrals. Understanding strategies that help build trust with clients, make your practice more efficient, and allow you to have simpler, more effective client conversations is critical.

Join this complimentary webcast to ensure you’re practicing the 3 habits of highly effective financial advisors and can meet client needs for growth and protected income. You will leave knowing how to:

  • Establish greater trust to retain existing clients and gain new ones
  • Stay connected with clients to foster more enduring relationships
  • Deepen client loyalty to help gain more referrals

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers:

Tim Seifert, Senior Vice President and Head of Annuity Sales, Lincoln Financial Group

Tim Seifert serves as a Senior Vice President and Head of Annuity Sales for Lincoln Financial Distributors, Inc. (LFD), the wholesaling distribution organization for Lincoln Financial Group.

Seifert has over 30 years of experience in the financial services industry. Earlier in his career, he spent 23 years at PLANCO Financial Services Group, a wholly owned subsidiary of The Hartford, where he grew sales from $10-$35mm.  After PLANCO, he held senior sales leadership roles at RS Investments and Prudential. At Prudential, he grew annuity sales from $10-$22mm in 3 years.

Tim joined Lincoln in 2014 to lead Small Market sales for the Retirement Plan Services business. Known for creating an optimistic culture and championing sales excellence, Tim assembled an exceptional sales team and excelled with a focus on wholesaler productivity during his tenure with RPS setting year-over-year sales records.

Today, in his role as Head of Annuity Sales, Tim leads the Center of Sales Development. He is focused on fostering consultative partnerships between wholesalers and advisors as they work with clients to solidify their financial futures and build portfolios based on their specific needs.

Seifert is a graduate of Elizabethtown College and holds FINRA Series 6, 26, 51 and 63, as well as his Pennsylvania Life Insurance license. He is a guest lecturer on the topics of “Traits of the Great” and Leadership at Villanova University, Temple University, and Elizabethtown College. Tim enjoys spending time with family and friends, watching football, and conquering his fears, including a 2018 summit of Mt. Kilimanjaro.