Videos

Video Resource for Financial Advisors.

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Social Media 101 - The Basics to Get You Started

Social Media 101 is the first event in the Summer of Social Media series. This presentation hosted by Platinum cofounder, Robert Sofia gives a basic introduction and helps advisors in establishing their social media presence.

2013 Strategy Session

During this meeting, 7- figure producers and industry leaders, Thomas Fross and Robert Fross layout the 5-step action plan that helped them build a $350 million book of business in less than 10 years, and explain their entire business strategy for 2013!

A Three-Minute Overview of Our Program

This short three-minute video will give you a peek at what Platinum Advisor Marketing Strategies is all about.

2012 Platinum Top Producers Bootcamp Trailer

This is the movie trailer for the 2012 Top Producers Boot Camp.

Webex Replay: The 7 Traits of a Platinum Assistant!

In this 45 minute instructional WebEx, Jena Sullivan, Senior Executive Assistant at Fross & Fross Wealth Management educates us on the 7 traits of a Platinum Assistant.

WebEx Replay: Delivering World Class Client Service!

In this 45 minute instructional WebEx, Platinum cofounder and CEO, Robert Fross educates us on the importance of delivering world class client service.

WebEx Replay: Charity Events That Work!

In this 45 minute instructional WebEx, Platinum cofounder, Robert Sofia shares the secrets to hosting charity events that are truly effective.

WebEx Replay: Intimate Social Events That Work!

In this 45 minute instructional WebEx, Platinum cofounder, Robert Sofia shares the secrets to hosting intimate social events that drive business.

Sending Weekly Email Updates – Robert Fross, CEO

Platinum CEO, Robert Fross explains the value of sending weekly e-mail updates to your clients and prospects. He also shows how Platinum makes this process remarkably easy.

The Importance of Branding – Robert Sofia, COO

Platinum COO, Robert Sofia shares the importance of branding and explains how Platinum’s branding process works for you.

Systemizing Your Practice – Thomas Fross, President

Platinum President, Thomas Fross explains why and how your practice should operate based on proven systems.

Appearances Count – Thomas Fross, President

Platinum President, Thomas Fross teaches us about the importance of maintaining a professional workspace and dressing appropriately.

WebEx Replay: Public Events That Work!

In this 45 minute instructional WebEx, Platinum cofounder, Robert Sofia shares the secrets to hosting public events that are truly effective.

Why You Should Host Client Events – Thomas Fross, President

Platinum President, Thomas Fross shares his experience hosting client events and explains the value of doing so.

Public Seminars that Work – Robert Sofia, COO

Platinum COO, Robert Sofia explains why you should still incorporate public seminars into your marketing strategy.

WebEx Replay: Client Events That Work!

During this 45 minute instructional WebEx, Platinum cofounder, Robert Sofia shares the secrets to hosting client events that really work.

WebEx Replay: Platinum Web Strategies; What, Why, How?

Platinum President, Thomas Fross gives a tour of our new website and social media platform.