Getting to the Heart of the Matter

Track: NED Talks

Session Number: 125
Date: Sun, Jan 27th, 2019
Time: 11:00 AM - 11:15 AM
Room: Texas Ballroom BC

Description:

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.

Session Type: NED Talk

Target Market: Apply to all
Categories: Practice Development
Session Type: NED Talk

Target Market: Apply to all
Categories: Practice Development