Getting to the Heart of the Matter
Track: NED Talks
Establishing a client acquisition and engagement process is key for advisors to convert a prospect into a client. To set a high bar during the first meeting with new or prospective clients, it’s critical to develop an emotional connection. Providing higher value for potentially greater sales requires us to know the customer better and create the most memorable experience. The best results are created when the client feels heard. Focusing first on the client, and the product or concept second, is an art to be mastered.
Curtis V. Cloke is an award-winning international speaker, educator and writer for the retirement industry and is an industry recognized retirement income expert. He is an active financial planner with over 29 years of retirement expertise. His presentations will inspire and educate you on how to focus on the most important elements for retirement preparation while making your retirement last a lifetime.
In July of 2012, The American College utilized Curtis’ expertise as part of the educational team of experts who helped develop curriculum and content for the new online RICP® (Retirement Income Certified Professionals) designation program where Curtis also saves as an Adjunct Instructor.
In 2009, Curtis was also recognized as a top five finalist for “Advisor of the Year” by Senior Markets Advisor Magazine. He is a 15-year member of MDRT, with 3 Court of the Table and 9 Top of the Table honors. In addition to MDRT, he is also a member of many other industry associations.