Conversations That Close – LIVE with Andrew Flores
September 18 @ 1:00 pm - 1:30 pm
In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships.
Andrew will walk through his client acquisition strategy for larger clients and the two things he believes every advisor actually owns, process and service, including how he allocates resources and differentiates through different areas of planning. You’ll hear the questions he asks to help clients rethink long-held ideas about their money, including how he identifies upfront whether a client wants him to be direct or diplomatic before working through real objections.
He’ll also break down his approach to practice management and scalability, including what he calls the four levers of leverage, and how his firm blends insurance and asset management to build lasting relationships without being tied to one product.
If you’re looking to move up-market, build a more scalable practice, and turn deeper conversations into real growth, this session will give you a clear, practical path forward.
Speakers:
Andrew Flores | Platform President at Gallagher
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
