Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times – Allianz Life – 11.20.20

Overview:
Title: Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times
Date: Friday, November 20, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Summary:

Now On Demand.

Sustained volatility, driven by a global health crisis, has created a market environment filled with uncertainty. In a recent survey conducted by Impact Communications and sponsored by Allianz Life Insurance Company of North America (Allianz), independent financial advisors were asked how they have adjusted to the challenges posed by the Covid Crisis. In this informative webcast, you’ll gain key insights from the Conversations That Matter survey and hear from our experienced panel on how you can help:

  • Build demand for your services and expertise in a challenging environment
  • Bridge communication gaps with current and prospective clients
  • Shift your marketing efforts to align with changes in consumer sentiment and client perceptions
  • Prepare your clients for future lifestyle, market and economic shocks
  • Consider new and innovative solutions to help your clients navigate uncertainty

All attending will receive a link to download the corresponding special report, which provides additional commentary from dozens of financial industry professionals, behavioral finance academics and independent financial advisors.

Speakers:
Heather Kelly, ChFC, CLU, RHU Heather Kelly, ChFC, CLU, RHU Senior Vice President of Advisory and Strategic Accounts Allianz Life Insurance Company of North America

As Senior Vice President of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America (Allianz Life®), Heather Kelly is responsible for helping drive strategy, sales results, and growth through the company’s Registered Investment Advisor and Broker/Dealer partnerships.

Prior to joining Allianz Life, Kelly served as senior vice president at United Capital and executive vice president of United Capital Risk Management. She was responsible for deploying strategic initiatives to educate advisors and clients on how properly designed, executed, and managed insurance-based solutions can help address financial instability. Before joining United Capital, Kelly was managing director of Strategic Alliances at NFP Securities, and sales vice president at Leaders Group/Capitas Distributors. Kelly attended the University of California, Berkeley, Haas School of Business, and holds several designations from the American College, including: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Health Underwriter (RHU). She also holds FINRA Series 6, 26, and 63 securities registrations. Learn more at www.AllianzLife.com/AdvisorySolutions.
Bob Veres Bob Veres Editor / Publisher Inside Information

Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession. He is also co-producer of the Insider’s Forum Conference. In addition to writing for Inside Information subscribers, he is a frequent contributor to AdvisorPerspectives.com. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, which is considered the most prestigious editorial honor in the field of specialized journalists. Bob has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors (NAPFA), and the Heart of Financial Planning Distinguished Service Award from the Financial Planning Association (FPA). Learn more at www.BobVeres.com.
Shannon Stone, CFP® Shannon Stone, CFP® Client Advisor DHR Investment Counsel, Ltd.

Shannon Stone, CFP®, serves clients for DHR Investment Counsel, a Registered Investment Advisor (RIA) that provides fee-only investment management and counsel, financial planning and advice. In that work, Shannon manages investment portfolios and places annuities as part of “longevity portfolio” planning. Previously certified as a Performance and Family Coach, Shannon’s passion is working with people, whether it’s through advising and financial planning or creating high touch and memorable client experiences. Her value draws on many years of experience in investment advisory work including wire houses, a municipal bond firm and RIAs. Learn more at www.dhrcounsel.com.
Marie Swift Marie Swift President and CEO Impact Communications, Inc.

Marie Swift has worked with hundreds of financial advisors over the many years that she has worked as a marketing and PR professional. Early in her financial services career, she learned “conversational selling skills” from her boss and mentor, a highly-successful financial advisor based in Southern California. Marie used that in-the-trenches experience to shape her own company’s sales and marketing strategy. She has shared her ideas on the power of persuasion over the years with independent advisors and in conference settings. A prolific writer and respected consultant in the financial planning profession, Marie has appeared on NPR and numerous video interviews. Her quotes and articles have been published by Forbes, MarketWatch, Barron’s and dozens of financial services trade publications. She profiles interesting people in the financial services industry on her blog, Best Practices in the Financial Services Industry. She is currently hosting the NAPFA Playbook 2020 webinar series and the NAPFA Mindset Mastery podcast. Learn more at www.MarieSwift.com.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. • Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF Products are issued by Allianz Life Insurance Company of North America. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. For registered investment advisor use only – not for use with the public. RIA-101 (11/2020)