Financial Wellness Training Build Trust & Loyalty w/ Clients
Value-Added Customer-Appreciation Events that Build Loyalty & Share-Of-Wallet
Phone-related investment and IRS fraud
“Having John educate our clients on identity theft prevention and online privacy proved to be one of the most profitable financial seminars we’ve ever hosted.”
-Linscomb & Williams
Leverage Your Role as a Trusted Advisor to Protect Clients’ Wealth & Gain Loyalty
No one is in a better position to educate financially savvy customers about protecting identity and net worth than bankers, brokers, agents, accountants and full-fledged financial advisors. Not only do you serve as your client’s trusted advisor and have their “financial ear,” but you also have an ethical responsibility to help them protect their wealth against crimes like identity theft, online fraud and cyber extortion. Here’s the good news: by hosting financial seminars targeting identity theft, online privacy and social engineering self-defense, you create a safer, more loyal customer.
John has delivered cyber-specific financial seminars to more than 100,000 FI customers. His financial presentations cover the most relevant aspects of identity theft prevention, online privacy, social media exposure, mobile technology, cloud computing and Internet banking and investing. Imagine your customer, fully educated about how to protect their financial and informational assets and attributing their increased security to your brand. They will be happier, less likely to defect to automated investment tools and less susceptible to fraud. Safe customers are profitable customers.
Your Financial Wellness Seminars Will Be Customized, and include:
Popular Titles:
Post Financial Wellness Seminar Deep Dive Options
Leverage Your Investment With a Deep-Dive-Interactive-Breakout
Interactive breakout and workshop sessions pick up where keynote and general sessions leave off—they make learning stick. By helping your audience get their “hands dirty” and by tapping the group’s internal expertise and industry experience, John will customize your breakout to fit the needs of the very people in the room.
Continuing Education via Video Tips
Keynote presentations are sparks meant to ignite the flame; it’s the follow-up work that kindles strong ideas into a full-blown fire. Following up John’s keynote with short, entertaining and actionable video tips that consistently reinforce key learnings keeps your investment working for you long after the stage lights have dimmed. Watch an episode of Sileo On Security to see why so many of our clients choose to keep the education going.
Reward Your VIPs With a Customized Roundtable
Successful organizations and conferences frequently reward their highest-value participants with a deeper level of service. Because cyber security, identity and privacy are sensitive issues, many executives and VIPs appreciate discussing particulars with a select group of peers behind closed doors. The conversations that happen around John’s roundtable are confidential, innovative and faced paced.
Provide Meaningful Takeaways to Reinforce Next Steps
Many event professionals like to encourage work beyond the conference by providing further resources to their attendees. Adding one of John’s books (e.g., Privacy Means Profit) to your event will leave attendees with a clear roadmap of next steps and a tangible reminder of the meeting’s exceptional value.
Improve Idea Absorption with Extended Q&A
If you really want your attendees to connect with the topics at hand, give them time to apply it to their own lives and jobs. In the hours after a keynote, the audience has a one-time opportunity to apply the general lessons of the presentation to the specific needs of their organization. Extended Q&A is the perfect vehicle for clarification, for customized application, and for sending the message that you care about them as individual. Extended Q&A often incorporates leaders from your organization who lend a supportive voice to the cultural changes you are seeking.
