Conversations That Close: Closing Week
The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. ... Read more
Events Calendar
3 events found.
Events for September 16, 2026
All Day
Forum 400: Let’s Chat – What Client One-Pagers Members Are Using
This will be an open discussion on how we are presenting concepts in a concise client-facing presentation. It’s time to bring a piece to share with members, and everyone should ... Read more
Conversations That Close – LIVE with Amy Salo
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don't come to you with a financial goal, they come with an action step. ... Read more
