Words Matter: Let's Change the Way We Speak to Clients, Prospects, and Advisors. Let's Change the Result.
Track: NED Talks
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.
• Generate three specific cases to improve interactions with COIs
• Engage COIs to take action
• Stop wasting time with COIs who will not partner
Mark has 30 years experience working with business owners and wealthy families including members of the Forbes 400 .He provides service through CPAs, Financial Advisors, and Family Offices . His practice revenue is driven by the acquisition and management of life insurance assets. Mark and his wife have 4 children and reside in Indianapolis, In.