SYMPOSIUM SPEAKER – October 16, Theresa Rose – The Two Most Important Words in the World for Financial Planning Professionals

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Closing Keynote - The Two Most Important Words in the World for Financial Planning Professionals
Presentation Scheduled for Monday, October 16, 4:00-5:00 pm
Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd

You are knowledgeable. You are persuasive. You are skilled at providing high-value services for your clients. And chances are, you are also struggling to focus on the most important aspects of relationship management because of the onslaught of lower-priority tasks and never-ending distractions that threaten to derail your efforts. You know what to do; you simply don’t have the time or energy to do it.

Mindful-Productivity-ModelIf you feel like you are not as productive (or profitable) as you could be, you are not alone. As a mindful productivity expert, I work with organizations to help them leverage the power of mindfulness to maximize their time and create deeper, long-lasting connections with their clients, prospects, and teams. Using my Mindful Productivity Model, we discover areas of opportunity in nine core areas of our professional and personal lives and implement the mindfulness strategies that will optimize the hours in the day while improving health, wealth, and longevity. Simply put, by incorporating my mindful productivity techniques into your daily life, you will make more time, get more done, earn more money, and have more fun.

Imagine you are sitting across the table from the adult children of your high net worth clients, and they are not sure that they want to continue working with you when the family assets transfer to them. The son “knows a guy” in financial services who is circling the waters, waiting to get his hands on the big, fat portfolio. What can you do to solidify that relationship and make sure that future generations stay committed to you and your firm?

In my presentation, The Two Most Important Words in the World for Financial Planning Professionals, you will discover how to navigate the often choppy waters of relationship management using proven mindfulness practices. Mindfulness is no longer a hippy-dippy cosmic-muffiny concept that is reserved only for granola eaters. It is used by top business leaders, cutting-edge innovators, high-performance athletes, and rock star sales pros to dramatically improve bottom-line results. It’s no longer IF you need to use mindfulness to attain peak performance; it’s a matter of HOW. Here is a sneak peek at what you’ll discover during my keynote at the upcoming FPA of MN Symposium and the simple but powerful strategies you can use to grow a lucrative, sustainable practice, retain top talent, and still have a life outside of the office.

  • LISTEN UP: Understanding the personalities of the people across the table from you or who work for you will help you communicate in the language that resonates with them the most. Listening to what they say, how they say it, and what they do with their body language will give you clues as to how to approach them.
  • SHOW UP: Connecting with your clients, prospects and teams on an emotional level is critical to success. This requires being fully present with them and having conversations that not only mirror their styles but also authentically portray you as a trusted, indispensable resource.
  • POWER UP: Improving your personal productivity and focus is critical in leveraging every minute of every day. Identifying and documenting your will-do items every day will help you stay above the noise of distraction and the litany of urgent-but-not-important tasks that sap your energy.
  • TOUGHEN UP: Increasing your resilience and confidence will help you weather the storms when things get rough. By creating a morning momentum routine, you will start each day with more energy to push through the challenges inherent in this topsy-turvy business. In addition, you will learn my go-to SuperStrategy for stress management that will help you bring calm, focus, and clarity to any situation.

Mindfulness practices don’t have to be complicated. In fact, we’ll discover that often the best methods are the simplest ones. You’ll learn two words that will help you deliver outstanding service to your existing clients and their loved ones. They will also help you keep your team motivated and engaged. And they may even help strengthen those precious personal relationships too.

I look forward seeing you at the FPA-MN Symposium! You’ll laugh, learn, and leverage your relationships so you too can make more time, get more done, earn more money, and have more fun. What more could you ask for?


Theresa Rose is a business motivational speaker, award-winning author, and mindful productivity expert who helps organizations and their teams create powerful, profitable cultures and connections. For more information on Theresa’s work, visit