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Conversations That Close LIVE with Angela Robinson
April 28 @ 3:30 pm - 4:00 pm
In this Conversations That Close session, Angela Robinson shares her planning approach to move client conversations beyond products and into long-term, values-driven strategy.
Angela will walk through the conversations and frameworks she uses to address the eight core Life Planning issues, helping clients clarify what truly matters and build plans that align with their goals. Drawing on her experience in a multi-generational firm and her work with advisors across the country, she’ll share practical ways to deepen relationships, create more meaningful client conversations, and position yourself as a trusted planning partner.
Speakers:
Angela Robinson | Chief Planning Strategist & Advisor at Kennedy Financial Services
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
