Events & Announcements
Announcements
2/5/10 - Quarterly Town Hall Conference Call Scheduled - Make sure you save the date!
WHEN: Thursday March 4th 1:00 P.M. Eastern Time
WHO: This Town Hall Conference Call is for all members of The Weylman Center for Excellence in Practice Management.™
WHAT: The Town Hall Conference call is intended to answer questions about the use of The Weylman Center, capture ideas and refreshing key concepts to help you execute brillantly.
HOW: Call-In Conference Number - 1.800.244.2500 - Enter Pin# 8283600#
We look forward to a productive investment of your time!
1/11/10 - Press Release: Weylman Center Launches Online University for Financial Professionals
Expanded Offering Helps Financial Professionals Boost Growth in Changing Market
Boca Grande, FL – January 11, 2010 – Richard Weylman, Inc., the leader in helping financial businesses market to the affluent and wealthy, announced today the launch of The Weylman Center for Excellence in Practice Management™, the only online university for financial professionals in the affluent market.
The Weylman Center includes an expansive curriculum of 41 video courses designed to accelerate performance at every level of a firm. In addition, the Weylman Center offers a completely upgraded suite of marketing tools, resources and research. As a full marketing and service platform, The Weylman Center delivers proven, step-by-step strategies that turn complex marketing concepts into practical business-building tactics.
“In today’s changing market, affluent investors are seeking to do business with people they know and trust. Financial professionals are finding that it isn’t enough to just be technically competent. Success today requires new, fresh and relevant marketing,” said Richard Weylman, Founder. “After two years of development and one year of field testing, the Weylman Center is a direct response to the needs of today’s advisors, agents, and support personnel; providing the education, research and marketing tactics they need in order to boost performance and increase profitability.”
The Weylman Center’s curriculum and support resources provide critical insights and a practical process to marketing, enabling professionals to discover lucrative opportunities, boost acquisition efficiency, bolster client retention rates, and educate their staff on exceeding client expectations.
Highlights include:
• Video Courses for every level of a firm, including advisors and agents, field and corporate management and support personnel. Curriculum covers a number of topics, including Accelerating Your Growth in the Affluent Market; Understanding the Psychological Needs and Decision Drivers of the Affluent; Working with Charitable, Cultural and Community Organizations; and How to Socially Prospect Appropriately.
• Community Library A strategic resource featuring hundreds of articles, webinars and marketing tips to help professionals stay ahead of the market and develop their business.
• Community Resource Center More than 25 downloadable marketing tools and new guidance on how to use these tools for maximum marketing, service, and retention efficiency.
• Community Research Lab Access to over 350 concise and up-to-date Market Briefing Reports on hundreds of Affluent Markets to help professionals understand and connect with their prospects. All hyperlinked to market specific websites.
• Community Idea Exchange Interactive forum enables professionals to share ideas and engage in online discussions on "Best Practices" with their peers.
• Community Coaching & Counseling Center A gateway to Weylman’s highly sought after, high touch coaching programs.
“We are very pleased to be able to offer unprecedented education and support to financial professionals, at a time when diminishing profitability, client retention and new business acquisition are key concerns,” Weylman said. “We believe it is always possible to achieve a higher level of success in the affluent marketplace, and we look forward to constantly adding innovative tools and resources to our offering that enable professionals to achieve this.”
If you would like further information or to speak with Richard Weylman's office, please call (941) 828-3600. You can also visit www.WeylmanCenter.com.
About Richard Weylman Inc. and The Weylman Center
Richard Weylman, Inc., is the leader in helping financial businesses elevate their success in the affluent marketplace. A highly sought after marketing consultancy, Richard Weylman, Inc. provides coaching, educational and public speaking services designed to elevate success and improve business. Founder Richard Weylman is the author of the best-selling book, Opening Closed Doors -- Keys to Reaching Hard to Reach People, and the founder of The Weylman Center for Excellence in Practice ManagementÔ, the only online university for financial professionals in the affluent marketplace. Drawing on a lifetime of experience, Weylman partners with organizations around the world to break new ground, boost performance and increase ROI.
12/01/09 - February 2010 REGIONAL CONFERENCES LOCATIONS ANNOUNCED! Two conferences are scheduled in February as follows: New York City - February 23, 2010 , Los Angeles - February 25, 2010.
Click here for the Regional Meeting Schedule
11/09/09 - Thank You to ALL our participants who provided invaluable feedback to us during our field testing. There have been many improvements as a result. Your input has helped The Weylman Center become what it is today.
11/06/09 - Thank you to all the attendees for making the Boston & Dallas/Fort Worth REGIONAL CONFERENCES a success!
10/21/09 - Additional website changes have been implemented. There are 3 new "walk-on" videos of Richard and our Executive Vice-President, Tammy Ernest, welcoming you with a short message on the Home,Coaching and the Weylman Center website pages. www.richardweylman.com and www.weylmancenter.com.
The Online University area of The Weylman Center has been totally redesigned. The Online University Video Courses are much easier to navigate and have more intuitive and visual graphics as well as an updated “firewall friendlier “ format. Note all courses are now available.
Steps to follow:
1. Click on the Online University. (Note: You may need to refresh your browser by pressing the F5 key to see the most current University.)
2. You will then see a set of doors. Simply select the one that fits your job responsibilities and Enter. You will see a set of books for the Courses available.
3. For real clarity on what course to take you may wish to view the Curriculum Guide.
4. Select the book/course that you want to take or are taking.
We sincerely hope you are pleased with the new Online University and the availability of the additional courses.
08/14/09 - (Adapted this article from www.Edulence.com), and useful to the members of The Weylman Center!
As many of you know, Microsoft has released the new version of Internet Explorer (8) and it’s proving itself problematic for users everywhere. Several popular websites are experiencing trouble due to this new browser. As a result, many sites are having difficulty functioning correctly. I highly recommend being aware of that when trying to use the Weylman Center site, that you may experience problems if you upgrade to IE8. In many cases, people are not informed that they have been upgraded due to a computers’ inclination to automatically download the next version. Users that already have IE8 are advised to download Mozilla Firefox as an alternative for the Weylman Center site instead or obtain the link for Internet Explorer 7 from Microsoft and re-install that.
Conferences
These conferences are specifically geared to the most committed producers in the industry. Leading Marketing Industry experts will be present to share their expertise AND knowledge.2010 – Regional Conferences Scheduled – February 23 - New York City, February 25 - Los Angeles
June 2011 – International Conference – Orlando, FL
2012 – Regional Conferences – Locations to be AnnouncedJune 2013 – International Conference – Atlantis Resort, Nassau, Bahamas
Additional Fees for these conferences will be announced at time of registration via registration website.
