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In this Conversations That Close session, Eryka Morehead shares how she approaches one of the most difficult, but essential client conversations: planning for long-term care. Eryka will walk through the exact language and frameworks she uses to help clients with strong financial positions take long-term care risk seriously without creating fear or resistance. You’ll hear ... Read more |
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What does it take to build a high-performing practice and then help others do the same? In this Conversations That Close session, we'll hear from Stefan Greenberg, Managing Partner at Lenox Advisors, and Zachary Kriftcher, Partner at Lenox Advisors, as they share two perspectives on growth from one of the industry's most successful firms. Stefan ... Read more
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Many high-net-worth clients, and even their advisors, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session, Jack Elder, Head of Advanced Sales at CBS Brokerage, shares how he changes that perception by leading with simple math instead of sales. Jack will walk through ... Read more |
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