For many advisors, refining your practice and engagement skills is a lifelong endeavor. It often requires deep self-reflection and a huge dose of quiet confidence to help clients resolve their pain point, expand and understand their choices, and implement a comprehensive plan that resolves their full and true problem and/or hidden goals. Shelley and Greg will share a few tools and tricks of the trade as well as take you through Greg’s personal 30+ year journey to developing his own unique blend of connecting and expertise that allows him to get engaged, compensated, and valued for the work he loves the most. Walk away with some valuable nuggets, and a possible shift in mindset, that will result in landing more profound and lasting engagements.
(Purchase of this product will include a Video recording, an Audio recording, a PDF of the Presentation, and Handouts in PDF.)
Presented by Greg Banner, CFP ®, CLU ®, CRTP and Shelley Lightfoot, Executive Director