Conversations That Close: LIVE with Jessica Jung
October 21 @ 2:00 pm - 2:30 pm
Jessica Jung, Founder & CEO of Vast Wealth Advisors, has built her practice on going beyond the traditional advisor role. In this session of Conversations That Close, Jessica shares how she has become a confidant and coach that clients turn to for every major life event, and how that depth changes the length and value of the relationship.
Jessica walks through her approach to guiding clients to identify their own needs through a deliberate series of questions, so the problem is named in their words before a solution ever comes up. She’ll share how she uses language, timing, and facts to set up the close, with real case studies showing how it plays out. She’ll also open up about the benefits of working with a business coach, what it has meant for her practice, and what advisors should look for in a coach of their own. Finally, she’ll cover how deep client relationships turn into referrals and why collaboration across the industry matters.
If you want practical, stealable techniques for deepening client relationships, letting clients lead themselves to the close, and getting more from coaching, this is a session you won’t want to miss.
Speakers:

Jessica Jung | Founder & CEO at Vast Wealth Advisors, LLC

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
