About Jobie:
Jobie Summer, CFP, CEP, CFS, MA is a renowned speaker and trainer for financial advisors. She is available to speak at your local chapter such as NAIFA and FPA or to a private audience at your Broker Dealer Conference.
Trainings can be done in person or on a teleclass and can be customized to your needs. Jobie believes in “edutainment”. Her speaking style is definitely both educational AND entertaining! Your financial advisors won’t fall asleep at these events!
What people say about Jobie’s training …
John Hersey, Author of Creating Contagious Leadership
Bob Britton, Founder of Infusion Elite Mastermind
Some of the most popular training topics …
Ramp up Your Referrals
Do you know the 5 magic words to get referrals every time? Attend this program and discover how to train your clients so they are your biggest advocates and love to give you referrals, how to ask for referrals using effective language that opens up the client instead of shutting them down, how to receive referrals from professionals in related businesses including CPAs, mortgage brokers, attorneys, and more …
Making Money and Making a Difference
Many clients are demanding that financial advisors utilize “Green” Investments for their portfolio. In this interactive presentation, attendees will gain a greater knowledge of what Socially Responsible Investing (SRI) is, how it works and how to utilize this investment method as a means to expand their practice. Clients are leaving advisors that are not able to accommodate their desire to invest in alignment with their values. Stay on the cutting edge and be sure you understand the ins and outs of Socially Responsible Investing. Jobie will move beyond discussing the importance of investing in the solutions and into how to incorporate SRI into your practice now.
Seminar Marketing
Seminar marketing is one of the best ways for attracting and retaining clients. It is a vital part of a successful referral marketing program. We take you thru every step of the seminar process including marketing to qualified prospects, getting prospects to your event, presenting the actual seminar, scheduling appointments in a way in which prospects actually show up and tracking your results so you can continually monitor and improve your success. We also facilitate the advisors’ development as effective speakers ensuring that the seminars are educational and enjoyable as well as profitable.
