Keynote & Workshop Topics:
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Financial Advice & Services
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Anticipating Wealth: Tomorrow's Edge for Financial Advisors
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Every investor longs to buy an IBM in the 1960s, or a Microsoft in the 1980s, or even the broad indices in the post-war period because of their dramatic growth patterns. That's part of the potential offered by investing in emerging economies: to invest in tomorrow's above average growth. Rapidly growing economies host more companies that can show outstanding growth and offer superior returns than mature economies. Moreover, aside from increasing diversification in a world where currency swings and economic surprises are virtual certainties, foreign investing offers financial advisors a competitive edge, and a more sophisticated way to seek out superior returns, even when North American markets are in the doldrums. Advisors who are knowledgeable about international investing can differentiate themselves from competitors in a crowded marketplace, and enhance their clients' returns at the same time. In this global prospectus, futurist and Chartered Financial Analyst Richard Worzel surveys the investing landscape of tomorrow's world markets, and identifies what will be hot, where, and why, plus assessing the key conditions for growth, and the traps that await the unwary, offering advisors a leg up into the future.
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How High Is Up? And How Do We Get There?
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The financial services industry is going through a transformation. Driven by changes in technology, demographics, and government regulation, the industry is being re-shaped in fundamental ways. Richard Worzel explores these changes in a dramatic and far-reaching presentation. He will touch on:
Technology: how the next wave of the IT revolution will alter the financial services industry.
Consumers: how changing consumer expectations and needs will intersect with demographic changes to transform the relationship between financial service providers and their customers.
Governments: how the shift in the role and responsibility of governments, and what and how they regulate business and social life, will play a major role in shaping financial service providers.
If you work in the financial services industry, this is the one presentation that you need to hear.
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Where's the Money? The Future of Financial Planning
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Why is the economy acting this way, and why have the economists all been so wrong for so long? Why are clients behaving so strangely, and how do you integrate the new technologies - websites, blogging, RSS, and podcasting - into your offerings? Among other topics, this keynote address on the future of the financial planning industry will identify the four, key demographic groups that are shattering the demographic calm we've experienced for the last fifteen years to pinpoint where the opportunities lie; help you discover what your clients really want; explore the dangers and opportunities being produced by the global and North American economies; and finish by unearthing the sales potential of this uneasy and uneven economy. Where's the Money? will help you and your people make more money by providing perspective, pinpointing opportunity, and creating sustained motivation to explore and exploit a unique period when everyone's uncertain, and market share is up for grabs.
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Simple Confidence: Creating Your Desired Financial Future
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(Client Appreciation Event)
Just when things seemed to be setting down, the rules changed again. Microsoft cleared the anti-trust hurdles and seemed to offer a clear, steady choice as a future investment - until Google popped up, seemingly out of nowhere, and challenges them in ways they had not expected. China continues to hold out enormous promise, but is it safe to invest there? Household names in established industries, like General Motors and United Airlines, are teetering or going bankrupt, underlining that risks clearly still exist, yet Allan Greenspan warns that the 'risk premium' in the market is too low. And safe investments in fixed income securities offer little or nothing in return. How does an individual cope with these conflicting trends to shape a secure financial future? This survey of tomorrow's investment markets by futurist and Chartered Financial Analyst Richard Worzel explains the apparent contradictions in the market place and will help you and your advisor map out a strategy to give you the simple confidence you want and need for your financial future.
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