Conversations with Your Clients – This Week
Timely Webinar Series with Simon and Joe
Current Case Studies with Guest Dan Yates, Founder and CEO of Endeavor Bank
Join industry leaders, Dan Yates, Simon Singer and Joe Strazzeri, as they continue this frank conversation about the importance of how we communicate with our clients during these difficult and unprecedented times as a myriad of challenges and fears unfold before us.
In the first 10 minutes we will recap the concentration of the last two webinar’s:
- The legal, financial, business, and social environment;
- What is Behind Your Conversation with Curiosity and Facilitation as your allies; and
- Commonalities of how our experts got to what it is “Really About” and ultimate clarity of the client’s: problem(s), possible solution(s), and summary to action plan.
Then Dan, Simon, and Joe (seasoned experts in banking, financial advice, life insurance, trust, taxation, legal, and counseling) will discuss actual conversations with business owners in the past week whom they’ve helped sort through the new CARES Act and Stimulus (PPP) packages. We will review current case studies (both successful and unsuccessful) of business owners considering and/or attempting to access the small business lending programs and understanding their required duties as employers with some technical explanations and more importantly, how to say it.
This will be a dynamic back and forth conversation about the 4 Buckets of what is on business owners’ minds right now. Understand What Your Clients Are Really Asking as well as “phraseology” that not only answered what the client called about but also the true drivers “Behind the Conversation.”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Joe Strazzeri and Simon “Stuffy” Singer, with guest, Dan Yates