practice management

Conversations with Your Clients – This Week – April 2, 2020

$25.00

Conversations with Your Clients – This Week 
Timely Webinar Series with Simon and Joe

6 Current Case Studies with

Guest Jeffrey Dunham, Founder and CEO of Dunham Trust and Investments

Join industry leaders, Jeffrey Dunham, 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 last webinar’s concentration on:

  • The legal, financial, business, and social environment;
  • What is Behind Your Conversation with Curiosity and Facilitation as your allies; and
  • Getting to what it is “Really About” and your client’s “Summary to Action.”

Then Jeff, Simon, and Joe (seasoned experts in financial advice, life insurance, trust, taxation, legal, and counseling) will discuss actual conversations with clients in the past week who felt crisis, fear, and a need for clarity and direction.  We will review 6 current case studies and specific back and forth conversations as well as “phraseology” that not only answered what the client called about but also the true drivers “Behind the Conversation.”  Learn an advisor’s methodology to get to the heart of it and the client’s summary to action with a timeline, milestones, and a commitment to the first step.

Opportunities like this don’t come very often.  Anyone that says these conversations are easy, simply doesn’t do it.  With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.

(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, Jeffrey Dunham

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Description

Conversations with Your Clients – This Week 
Timely Webinar Series with Simon and Joe

6 Current Case Studies with

Guest Jeffrey Dunham, Founder and CEO of Dunham Trust and Investments

Join industry leaders, Jeffrey Dunham, 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 last webinar’s concentration on:

  • The legal, financial, business, and social environment;
  • What is Behind Your Conversation with Curiosity and Facilitation as your allies; and
  • Getting to what it is “Really About” and your client’s “Summary to Action.”

Then Jeff, Simon, and Joe (seasoned experts in financial advice, life insurance, trust, taxation, legal, and counseling) will discuss actual conversations with clients in the past week who felt crisis, fear, and a need for clarity and direction.  We will review 6 current case studies and specific back and forth conversations as well as “phraseology” that not only answered what the client called about but also the true drivers “Behind the Conversation.”  Learn an advisor’s methodology to get to the heart of it and the client’s summary to action with a timeline, milestones, and a commitment to the first step.

Opportunities like this don’t come very often.  Anyone that says these conversations are easy, simply doesn’t do it.  With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.

(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, Jeffrey Dunham

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