Elite Balanced Advisor Quarterly Call Series

HOSTED BY JOHN EVANS, EXECUTIVE DIRECTOR, JANUS LABS

Conversations that motivate, inspire and improve your everyday.

Pursuing a Superior Client Service Model - Practical ideas for WOW in the Holiday Season

Featuring: John Evans Jr., Executive Director of Janus Labs & Nick Fox, Director – Janus Labs

What makes great teamwork when it comes to delivering or pursuing a superior client service model? The holiday season provides a wonderful opportunity to connect emotionally and meaningfully with clients. Listen in as John Evans and Nick Fox discuss ways for expanding your team’s capacity for delivering WOW experiences, and share unique WOW ideas that are immediately actionable for the holiday season.

Past Calls

DATE

TITLE

LISTEN

10/27/15

Understanding Your Clients’ Non-Verbal Communication
Featuring: John Evans Jr., Executive Director of Janus Labs & Sandy Modell, Non-Verbal Communications Expert

7/28/15

Teamwork – Building Quality Chemistry on Your Team
Featuring: John Evans Jr., Executive Director of Janus Labs & Giti Khalsa, Financial Advisor

4/28/15

The Niche – Why is it Critical for your Success?
Featuring: John Evans Jr. - Executive Director of Janus Labs & Michael Grossman, CFP® President of Advice One LLC

1/27/15

Building Meaningful Relationships with CPAs.
John Evans Jr. - Executive Director of Janus Labs & Jon Kuttin - Barrons top 100 advisor of 2014, CEO of Kuttin Consulting Group

12/01/14

Client WOW Ideas Around the Holidays
Nick Fox, Janus Labs Consultant

11/10/14

Unlocking Your Team's Operational Alpha
Andrew Buchanan, Former U.S. Navy SEAL Officer

10/13/14

Avoiding Common Energy Pitfalls
Heidi Hanna, PhD, Performance & Wellness Coach

09/08/14

Never Ask for a Referral Again
John Evans, Executive Director, Janus Labs

08/11/14

Helping Aging clients Stay Sharp
Heidi Hanna, PhD, Performance & Wellness Coach

07/14/14

Fueling Growth With WOW
Brian Grogan, Financial Advisor

06/09/14

Driving Client Loyalty: Ideas for building a WOW-worthy practice
Nick Fox, Janus Labs Consultant

05/12/14

The Brain Recharge Process: 3 Steps to Balance, Build and Boost Your Brainpower
Heidi Hanna, PhD, Performance & Wellness Coach

04/14/14

Ignite Your Practice: Quality Client Acquisition
Thom Fross, Financial Advisor, Fross & Fross Wealth Management