OnDemand Webinar - Watch It Now
You can use the timestamps below to skip right to the parts that interest you the most:
3:13 – The least expensive way to get new business.
3:52 – How to make yourself more attractive for referrals.
4:16 – How to elevate your clients’ perception of you so they willingly disclose all their assets.
9:24 – How one financial professional uncovered half a million dollars in client assets… 2 different times!
16:25 – The problem you can help solve for so many clients that can help you win new business.
21:00 – Why it’s not what you say, but what you DO that can get clients to open up to you.
Your Next Step - Get the Client Needs Analysis
A big part of making this work for you is collecting the necessary client info. We have a Client Needs Analysis that can help. A member of our team will be reaching out soon, so make sure to ask for it!
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