Join Simon and Joe for a frank conversation about the importance of using an advisor’s methodology to get to the heart of what it’s really about and your client’s “Summary to Action” with a timeline, milestones, and a commitment to the first step. These lifelong industry experts will share case studies that illustrate specific back and forth conversations as well as “phraseology” that not only answer what the client called about, but also the true drivers “Behind the Conversation.” 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, Esq. and Simon Singer, CFP®, CAP®, RFC®