A Foolproof Way To Engage Anyone 100% of the Time

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A fruitful Q&A between Dan Solin and Beverly Flaxington, two resident authors of Advisor Perspectives on practice management issues.

CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP® 1 hour CE approved.

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Beverly Flaxington
"Human Behavior Coach"
The Collaborative

Beverly D. Flaxington, MBA, is the Human Behavior Coach®. She is a three-time bestselling and Gold-award winning author, an investment industry professional, an international speaker, an accomplished consultant, Certified Hypnotherapist, personal and career coach, college professor, corporate trainer, facilitator, behavioral expert, entrepreneur and business development expert. Beverly’s knowledge of human behavior and the most effective ways to make change happen have helped thousands of people over the years. She is founder and president of The Collaborative, which provides coaching, organizational design, team-building and training services.

Dan Solin
Founder & President
of Solin Strategic and Evidence Based Advisor Marketing

Dan Solin is the bestselling author of the Smartest series of investing books, which have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle, among others. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written; two of the Smartest series have achieved best-seller status on The New York Times Review of Books. Dan also writes financial blogs for The Huffington Post and USNews.com.