Courageous Conversations: How to Have Them with Prospects & Clients
Matthew Pardine
Managing Partner, InsuranceWebX ??Helping insurance agents and financial advisors find new avenues to grow their practice.
Financial advisors need to be having courageous conversations with prospects and clients as a way to start the dialogue so they can build the trust in order to develop relationships that will help turn them into a client for life.
Join Jane Blaufus on Wednesday, April 18th at 1:00 ET as she shares through the eyes of your clients, tips and strategies to have the ‘courageous conversations’ with your clients and their loved ones, to peel the onion and dig down deep to build trust relationships and become an advisor for life!
Jane will also offer a unique first-hand look into what beneficiaries and their families go through after the loss of a loved one and how you can be an invaluable partner and resource for them. Learn what is important ‘to them’ from the standpoint of working with you their financial advisor.
During this web class you will learn how to differentiate yourself from your peers and set yourself apart in the industry with both prospects and clients.
Helping COMPANIES and INDIVIDUALS to exceed business and personal GOALS through compelling STORYTELLING and BUSINESS COACHING
6 年Thanks Matthew Pardine for sharing this. I am really looking forward to sharing tips and strategies with the listeners next week. #Courageousconversations #WITHTHESTROKEOFAPEN #dialogue #trust #client