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In this Conversations That Close session, Angela Robinson shares her planning approach to move client conversations beyond products and into long-term, values-driven strategy. Angela will walk through the conversations and frameworks she uses to address the eight core Life Planning issues, helping clients clarify what truly matters and build plans that align with their goals. ... Read more |
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In this Conversations That Close session, David Fritz shares how he identifies, approaches, and wins complex executive benefits opportunities with large organizations. David will walk through the conversations and strategies he uses to target the right companies, navigate internal decision-makers, and move from initial outreach to meaningful engagement. You’ll hear how he researches prospects, the ... Read more |
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