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. During Closing Week, join Keith Wagner, Jeri Turley, Amy Salo, Paul Franklin, and Andrew Flores as they share the language and strategies that have built ... Read more
Events Calendar
35 events found.
Conversations That Close
Events
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Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept to clients without it feeling like a hard sell, the objections he hears most often, and how he moves a client from "this makes sense" ... Read more |
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Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... Read more |
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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. A 401(k) rollover isn't a goal. A disability insurance quote isn't a goal. In this session, Amy shares how she gets underneath the surface-level ask ... Read more |
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Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, how two decades of coaching high school football turned into one of his strongest referral engines, and why he believes financial planning only works when ... Read more |
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In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships. Andrew will walk through his client acquisition strategy for larger clients and the two things he believes every advisor actually owns, process and service, including how he allocates resources and differentiates through different areas of ... Read more |
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