Conversations That Close – Eryka Morehead
June 30 @ 2:00 pm - 2:30 pm
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 how she introduces the topic, assesses whether a client should insure or self-fund the risk, and guides them to a clear decision without overwhelming them.
She’ll also share how she builds referral relationships, stands out in a competitive marketplace, and leverages industry involvement to strengthen her practice.
If you’re looking to handle sensitive conversations with more confidence and turn awareness into action, this session will give you practical approaches you can use immediately.
Speakers:
Eryka Morehead | President & CEO at Collaborative Planning Group, Inc
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
