Conversations That Close – Brian Roberts and Aaron Bockman

In this Conversations That Close episode, you’ll hear two proven, “steal-this” ways to move clients from investment talk to true financial planning, including protection. Brian Roberts, CEO of Synergy Wealth Solutions – one of the largest MassMutual firms in the Midwest – opens with a simple visual framework that lays out the full scope – 53 possible touchpoints in all.  and the question that gets clients leaning in: “What have you already done?” Then Aaron Bockman, one of Synergy Wealth Solutions top planners who is passionate about financial planning, shares the exact story he uses to distinguish financial advising from financial planning – shifting clients away from chasing returns and toward clarifying goals, priorities, and what they actually want money to do for them. You’ll leave with practical phrasing, a repeatable structure, and Q&A time to pressure-test how to use these conversations in your own practice.