Top Tweets for #AssistantU
Semifinalists for Broyles Award, signifying nationβs top assistant coach
Amy Hansen of @AssetPros believes all financial advisor's assistants should attend Assistant University. Watch the video to know why. #AssistantU #FinancialAdvice
https://t.co/58STafLUBe
#AssistantU joins over 200 #Financial assistants with @SecuritiesAm, empowering support staff through the education of operations, technology, compliance, client-facing skills, marketing resources and shared experiences.
Learn more: https://t.co/agIzvjsLDj
Connor Sung, senior #FinancialPlanning consultant at @eMoneyAdvisor shares ways support staff of #FinancialAdvisors can deepen client engagement for a better experience during #AssistantU & #PrincipalMtg.
RT: Understanding and implementing best practices during #AssistantU will help #FinancialAssistants avoid common misunderstandings & errors for their #FinancialAdvisory business. π
Glad we have Greg Woodbury representing @FMGSuite at @SecuritiesAm's #AssistantU. Here he is sizing up the crowd before he unleashes some knowledge.
What drives client engagement with a #FinancialAdvisor? #AssistantU participants discussed best practices for #Technology to create a better client experience. π
#AssistantU & #PrincipalMtg provides a great opportunity for roundtable discussions and networking with experienced #FinancialAdvisor support staff. π
RT: Expert panelists Jeff Sietstra, Chris Kirby, Karen Keithley, Justin Kaufman and Jessie Urban sharing #FinancialServices best practices during the βPowerful Ideasβ session at #AssistantU π‘
RT: Kirk Hulett welcomes over 200 #Financial assistants to the 21st annual #AssistantU conference, empowering support staff through the education of operations, technology, compliance, client-facing skills, marketing resources and shared experiences with @SecuritiesAm presenters.
The #AssistantU advisory board represents support staff from across the country and provides an opportunity for #FinancialAssistants to provide new ideas and initiatives to @SecuritiesAm
The #AssistantU study group allows office managers & senior support staff to share best practices and discuss issues and topics important to their #FinancialAdvisory firm. π
Does your #Financial practice support potential caregivers? Help clients proactively prepare for the care of aging loved ones. #AssistantU
20 technology tips & tricks to fully benefit from all the #Technology @SecuritiesAm provides #Advisors & #Assistants with. π #AssistantU
Thank you @SecuritiesAm for the opportunity to be closing speaker for #AssistantU What a fun group! https://t.co/SF7sZ9iz2R
@SaritaMaybin 3 tips for confrontation: Will it be negative? Will it affect my attitude? & the consequences of NO confrontation? #AssistantU
@SaritaMaybin 3 tips for confrontation: Will it be negative? Will it affect my attitude? & the consequences of NO confrontation? #AssistantU
Donβt let home be where you go when you are tired of being nice. @SaritaMaybin Top 10 phrases at work and home #AssistantU @SecuritiesAm
Advice from a 47 year veteran in Financial Service on coping - get a Dammit Doll #AssistantU @SecuritiesAm
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