Conversations That Close LIVE with David Fritz

In this Conversations That Close session, David Fritz shares how he identifies, approaches, and wins complex executive benefits opportunities with large organizations.

David will walk through the conversations and strategies he uses to target the right companies, navigate internal decision-makers, and move from initial outreach to meaningful engagement. You’ll hear how he researches prospects, the language he uses to open doors, and how he adapts his approach when working with banks versus other institutions. He’ll also break down how he builds referral sources, differentiates in a competitive marketplace, and leverages industry involvement to accelerate growth.

If you’re looking to move upstream, engage larger clients, and turn institutional conversations into real opportunities, this session will give you practical talk tracks and a clear path forward.

Register for this Session! 

Speakers:

David Fritz | Managing Partner & Owner at Executive Benefits Network (Northwestern Mutual)

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca