Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.


Your Niche and Your Brand

Premiere Date: 04/09/2019 1:00pm

The greatest consumer brands in the world realize that branding is emotional, relational and must reinforce the brand promise through every touch and moment of engagement. Like consumer brands, practitioners have personal brands and brand promises whether or not they are being cultivated with intention or by happenstance. In this webinar, we discuss the competence and character traits that produce positive personal brands, how to develop a specific niche and channel for profile raising and how to elevate thought leadership for sustainable client attraction and business development.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

Legal Tech

Premiere Date: 02/12/2019 1:00pm

The only thing constant is change, and professional services firms are facing unprecedented disruption with innovation and technology.  Legal Tech is a broad term that includes everything from products aimed at helping professionals analyze matters faster, bill client more efficiently, communicate with clients better through contact management software, and so many more.  

This webinar discusses the ABCs of tech for the professional service provider with a focus on how to leverage best practices in business process mapping, how to leverage the latest innovation in technology solutions for service delivery and data analytics, and how to create the ultimate client experience for sustained revenue and client loyalty. While the specific products discussed focus on legal tech products, the principles discussed apply equally to any professional service provider.

Growing Your Practice

Premiere Date: 01/15/2019 1:00pm

Grow or Die.  A common adage, yet elusive in both the WHAT and HOW to grow profitably.  You have the skills, knowledge, and experience to deliver to clients. Now all you need is (more) clients.  How do you transition from servicing work to bringing in work?

In this webinar, we discuss the essential building blocks for sustained and scalable growth that leverages marketplace and voice of the client research. We also identify how target marketing, messaging, networking, and relationship building tactics create predictability in lead generation through clients, prospects, connectors, and alliance partners.