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Language of Value

​[SOLD OUT] Priceless: The Language of Value

November 18, 2020: 12:00 pm1:00 pm Virtual

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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:

 

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 presented in partnership with Invesco.
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Details

Date:
November 18, 2020
Time:
12:00 pm – 1:00 pm
Event Category:

© 2021 CFA Society of Washington, DC

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