Conversations That Close – LIVE with Amy Salo
September 16 @ 1:00 pm - 1:30 pm
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. A 401(k) rollover isn’t a goal. A disability insurance quote isn’t a goal. In this session, Amy shares how she gets underneath the surface-level ask to uncover what a client is truly trying to accomplish, then uses that insight to paint two pictures for them: their default future if they do nothing differently, and their future by design if they take action. It’s the difference, she says, between being a salesperson and being a “promise deliverer”, because once a client sees what’s actually possible, the products almost sell themselves.
Speakers:
Amy Salo | Managing Partner at Forest Hills Financial Group
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
