Other Titles:
What Works: Sales, Leadership, and Communication Best Practices in an Unpredictable World
The pundits say one thing about the economy but you and your clients may feel another. Uncertainty is rampant today. And uncertainty, left unaddressed, breeds fear. As a leader in your firm, you are responsible for doing your best to manage the anxieties of your clients, your staff, and your colleagues. How do you do it?
With 25+ years of advising hundreds of successful corporations, associations and businesses of all sizes, combined with lessons gathered from over 300 executive interviews in his radio show and podcast, What's Working with Cam Marston, Cam shares best practices for sales, leadership, and communication in times of uncertainty:
- Transparent Communication
- Practical Guidance
- Empathy and Support
- Impact on Recruiting and Retention
It's a refreshing and inspiring conversation to remind leaders of their role in shaping their clients' and team's outlooks during daunting times.
The Gen-Savvy Financial Advisor
For decades, financial services professionals have focused on demographic groups that are now largely in retirement. The financial services industry grew up with the Matures and the Baby Boomers. Now, new generations with different economic and cultural experiences, as well as different attitudes and expectations, are in the age ranges that make them prime markets for investments, retirement planning, insurance, and other financial products.
Connecting and building trust with each of these generations? It's a puzzle and it shouldn't be so hard.
Cam Marston understands the attitudes and expectations of today and tomorrow's generations and what they expect from financial services providers. He knows how they buy, how they value different types of information, what their definition of "expert" is, and how they apply it to financial professionals. He understands their preferred methods of communications, which sales tools to use and how to use them effectively.
The next generation of financial services client has arrived. They will not tolerate being treated the same way their parents were treated. Learn what they want in this exciting and impactful presentation.
Managing Your Client's Five Greatest Financial Fears
Your clients' fears change throughout their lives. Regardless of whether they are young or old, they likely worry that their financial challenges are nearly insurmountable. They show a brave face to their family and to their colleagues but inside they tremble, Uncertainty creates fear. It always has. It always will.
You, the advisor, know better. Your financial training has taught you that few financial challenges are unalterable. You know what to do, what to expect, and what products can address your clients' challenges. However, sharing your confident outlook requires knowing what your clients' fears are and how to discuss them. And knowing how to do that, requires knowing a bit more about your clients.
Life's Predictable Fears
- When in early adulthood, your clients' fears are largely about themselves and their ability to earn and save
- Later the fears center around children and their future
- Then your client's ability to preserve good health and save funds for retirement
- Then it's a comfortable and productive retirement
- Followed by the extraordinary human desire to be remembered
Each of these life stages require the savvy to know how to communicate appropriately with their client going through these emotions, these phases.
Supported by data and research, this presentation equips advisors to talk their clients through their fears and equip them to more fully develop long-lasting, fruitful client relationships.
TO Leading a Multi-Generational Team Effectively -- Workshop
Leading Multi-Generational Teams is an out-of-your-seat, multi-media workshop using fun and engaging methods to expand leaders' existing knowledge and facilitate new and deeper insight into those whom they lead. Providing multiple application opportunities, the workshop optimizes a leader's abilities to develop high performance teams and achieve better results on the job.
Participants learn the demographics, historical events, and parenting trends that created each generation's workplace preferences and how these preferences can become sources of conflict. Awareness, appreciation, and mastery of generational preferences enables leaders to address such conflict productively, if not avoid it altogether. Furthermore, mastery of generational preferences ensures productive team relationships and communications that promote creativity, innovation, teamwork, and performance.
The Gen-Flex model -- a tool for leaders to examine how generational preferences influence their own leadership approach on a case-by-case basis--is central to the workshop. The tool teaches leaders to adjust their approach to minimize generation gaps and lead effectively.
A flexible program, the course is available in half-day and full-day versions.
Cam Marston as Your Emcee
Not only is Cam Marston a powerful speaker but he is also an exceptional Master of Ceremonies. A meeting planner's dream, Cam's emcee skills rival those of any comedian or other professional host. He is quick on his feet, funny, flexible, always prepared, and skilled at keeping the meeting on track and on schedule.
As an in-demand expert on workplace and marketplace trends, Cam offers special rate packages that combine his emcee work and a keynote.