To make the session more fun - and to help FPA Members who could not attend the session in person get the gist of what was happening in the Twitter Live! session - Marie Swift did some "tweeting" live during the session.
Here is the Twitter stream that resulted - plus a few other #FPA2010 related tweets generated by her:
Here is the Twitter stream that resulted - plus a few other #FPA2010 related tweets generated by her:
Tom Rabaut #FPA2010 coaching provided by TD Ameritrade practice management team has made a difference for him in communicating his value. Focuses on life transitions. Process for sudden changes. 11:19 AM Oct 11th via web
Andy Millard #FPA2010 is embracing social media through email blast on Monday morning that ties to his video blog www.andymillard.blogspot.com 11:16 AM Oct 11th via web
Andy Millard #FPA2010 specializes in working w/ retired clients. Offers low stress money management for cautious investors. Goal: work thru $ issues 11:15 AM Oct 11th via web
Gary Klaben at #FPA2010: Talks about their financial advocacy process. We serve as Family CFO. Take from complex state to simple state. Partners with clients. 11:13 AM Oct 11th via web
Gary Klaben #FPA2010: Ask about their meaning, values & principles. People love to talk about these very important issues for them. Takes 1-4hrs 11:11 AM Oct 11th via web
Gary Klaben speaking at #FPA2010 how he communicates value to prospects. What is it he sees in them? Frustrated. Complex lives. Clients feel powerless. 11:10 AM Oct 11th via web
Ed Jacobson at #FPA2010 - Have picture of a client in your mind who is irrationally exhuberant about you. What would they say? How do you feel? Craft your positioning statement by thinking about that. 11:06 AM Oct 11th via web
Ed Jacobson speaking at #FPA2010 says anticipate what you will say when asked what you do. Remember to breathe. It will calm and center you. Smile! 11:05 AM Oct 11th via web
Ed Jacobson: Think about who you work w/ best, where you are at your best. You will develop better positioning statement if get in that mindset #FPA2010 11:04 AM Oct 11th via web
Ed Jacobson speaking at #FPA2010 at Twitter Live Positioning Statements session live in exhibit hall. RE: How to think about your work. 11:02 AM Oct 11th via web
Ed Jacobson: Client meeting an opportunity for you to shine as their trusted advisor and deepen the conversation. #fpa2010 11:01 AM Oct 11th via web
Kristin North practice management consultant with TD Ameritrade says there are gender differences. Women tend to fall on the empathizer side. Men tend to fall on the commander side. #FPA2010 11:00 AM Oct 11th via web
Kristin North TD Ameritrade speaking at #FPA2010 on personality types and how to best work with clients / connecting, articulating value. 10:59 AM Oct 11th via web
@marieswift gave example advisor who positions self as human GPS system - charting course & there with clients every step of way, come what may. Encourages advisors to draw "word pictures" in the listener's mind. #FPA2010 10:58 AM Oct 11th via web
Kristin North TD Ameritrade says advisors can use conceptual selling to connect w/ clients & prospects. Doing live positioning stmts now in exhibit hall Learning Center #FPA2010 10:56 AM Oct 11th via web
Roger Wellington of the Kinder Institute says planners cannot lead with a "money conversation" when trying to communicate w/ prospects at #FPA2010 10:53 AM Oct 11th via web
Kim Jones says at #FPA2010 - I help people feel happy about their money, give them tools to help them feel good about their future. Money = options.
Chip Workman says at #FPA2010 says to provide guidance & planning around clients life goals. Keep their best interests in mind. Do not be afraid to say you are a good guy in a white hat.
Eavesdropping on the #FPA2010 conference via @RIAbiz http://bit.ly/98O9sh by @marieswift
@marieswift and her team are proud to be working w/ industry thought leaders such as Influencer Award winner Myra Salzer…http://lnkd.in/U3ZEqJ
@marieswift with @lindner_capital at #FPA2010 after party post exhibit hall http://twitpic.com/2xot
Join @marieswift via Financial Planning magazine discussion boards. Add your thoughts on rebuilding trust www.tinyurl.com/FAtrust #FPA2010 8:33 AM Oct 11th via web
Join @marieswift today in the Learning Center (back of the Exhibit Hall) at 11:45 am MST today at #FPA2010 and talk about articulating value 8:30 AM Oct 11th via web
RT @MichaelKitces Deborah Fox's college program is very popular. Just finished, and she's mobbed with people asking even more questions! #fpa2010 Mon Oct 11 10:33:57 2010 via TweetDeck Retweeted by marieswift
RT @juanros Don Trone on fiduciary ethos: "Through the eyes of your clients, you have to be viewed as a leader." #FPA2010 Sun Oct 10 15:10:26 2010 via Twitter for iPhone Retweeted by marieswift
Join @marieswift via Financial Planning magazine discussion boards. Add your thoughts on rebuilding trust www.tinyurl.com/FAtrust #FPA2010 Mon Oct 11 10:33:29 2010 via web
Join @marieswift today in the Learning Center (back of the Exhibit Hall) at 11:45 am MST today at #FPA2010 and talk about articulating value Mon Oct 11 10:30:27 2010 via web
@MichaelKitces Congratulations on your Influencer Award! It was great seeing you and your wife last night at the Financial Planning party! Mon Oct 11 09:57:29 2010 via web in reply to MichaelKitces
RT @fpapubs: Daily Pulse now online! Check out photos of your colleagues and session highlights from #fpa2010: http://bit.ly/c308Oj. 7:56 AM Oct 11th via web
@finplan what a lovely evening! Enjoyed attending/seeing everyone at the inaugural Influencer Awards at @FPA2010 http://www.bit.ly/cxCQC1 12:41 AM Oct 11th via Mobile Web in reply to finplan
Myra Salzer named Technology Wizard at @finplan magazine's Influencer Awards Party while at #FPA2010 12:36 AM Oct 11th via Mobile Web
Sheryl Garrett named Practice Management Guru at @finplan magazine's Influencer Awards party while at #FPA2010 12:34 AM Oct 11th via Mobile Web
Tom Bradley at #FPA2010 says choice for consumers re fees is good. Explain clearly. Let them choose. 1:39 PM Oct 10th via Mobile Web
Tom Bradley spkg at FPA2010. Systemitzed referrals a key component for success. Also use Funnel Management system to priortize prospects. 1:35 PM Oct 10th via Mobile Web
Tom Bradley speaking at #FPA2010. Says advisors need to build more efficient businesses. Example - use portfolio rebalancing software. 1:30 PM Oct 10th via Mobile Web
Join @marieswift & luminaries Don Trone George Kinder Ed Jacobson Geoff Davey George Tamer Julie Littlechild at #FPA2010 10/10 8 AM room 206 11:46 PM Oct 9th via web
@ddjfjy Great having you in the Web 2.0 and Social Media Boot Camp today, Dan! Your new blog looks fabulous. Amazing what you accomplished. 11:40 PM Oct 9th via web in reply to ddjfjy
Just getting back from after party hosted by @marieswift after #FPA2010 official functions ended tonight. Great seeing new friends and old! 11:36 PM Oct 9th via web
@marieswift & @fpaassociation had surprising number of walk-in registrations today at Web 2.0 and Social Media Boot Camp pre-con at #FPA2010 11:35 PM Oct 9th via web
#FPA2010 off to a great start! Dan Ariely, author of "Predictably Irrational, very funny but thought provoking in opening keynote speech. 11:32 PM Oct 9th via web
@calebbrown is telling us at the Speaker Spotlight #FPA2010 that he will share how to hire NextGen Planners during his session Sunday 10 am. 5:10 PM Oct 9th via web
@cicilymaton will speak at #FPA2010 on Tuesday 8:15 am on working with a therapist. Will share success stories from her practice, tools. 5:08 PM Oct 9th via web
@lindastimak says her session will help FAs gain sustainable growth. Don't miss finding out what your DNA Footprint is on Tuesday #FPA2010. 5:06 PM Oct 9th via web
@lindastimak giving preview of her Rainmaker session to happen Tuesday a.m. She is speaking live right now at Speaker Spotlight at #FPA2010 5:04 PM Oct 9th via web
@gradycash is live speaking at Speaker Spotlight at #FPA2010. Giving preview of session he will give with @rickkagawa. Startling statistics! 5:03 PM Oct 9th via web
@gradycash will talk with @rickkagawa on Managing Health Issues for Aging Clients at #FPA2010. 5:01 PM Oct 9th via web
Dr. Jacobson's frame work includes 4 phases and action steps, tools at his session Tuesday morning at #FPA2010. Life Abundance Portfolio. 4:59 PM Oct 9th via web
@edjacobson speaking at #FPA2010 Tuesday morning. Reengergize Relationships with Client Review Meetings. Dr. Ed is fantastic speaker, Ph.D. 4:57 PM Oct 9th via web
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