Words Matter: Let's Change the Way We Speak to Clients, Prospects, and Advisors. Let's Change the Result.

Track: NED Talks

Session Number: 115
Date: Sun, Jan 27th, 2019
Time: 2:00 PM - 2:15 PM
Room: Texas Ballroom BC

Description:

By changing the way we interact with advisors, we can change the results. The objective of the presentation is to move from a resource to a COI to a collaborator. Do you have strong relationships with COIs but feel like you are scratching the surface of the true potential? I do. That is why I am changing the conversation.

Session takeaways:
• Generate three specific cases to improve interactions with COIs
• Engage COIs to take action
• Stop wasting time with COIs who will not partner

Session Type: NED Talk

Target Market: High net worth
Categories: Practice Development
Session Type: NED Talk

Target Market: High net worth
Categories: Practice Development