This presentation will delve into the psychology of financial planning to uncover prospect and client needs, ending procrastination and continually demonstrating the value advisors provide at the beginning and in ongoing engagements.
My goal is to help fee-only advisors improve their sales and communication skills to get prospects to say yes and do it sooner. Also to help ongoing clients to continue to say yes.
Friday August 9, 2024 9:45am - 10:45am MDT
Interlocken B
