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
6 events found.
CTC
Events
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Conversations That Close – LIVE with Jeri Turley
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, ... Read more
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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
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Conversations That Close – LIVE with Paul Franklin
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, ... Read more
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Conversations That Close – LIVE with Ande Frazier
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for ... Read more
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Conversations That Close – LIVE with Carey Yukich Part 2
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for ... Read more
