Conversations That Close – LIVE with Paul Franklin

Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the “just call Paul” concierge model he’s built around client service, how two decades of coaching high school football turned into one of his strongest referral engines, and why he believes financial planning only works when it drives clients to actually take action. He’ll also dig into where he’s headed next: acquiring practices, building out a team, and working toward running his firm like a true CEO rather than a solopreneur. Don’t miss this candid, high-energy conversation packed with strategies you can put to work right away.

Register for this session!

Speakers:

Paul Franklin | Principal at Franklin Capital Strategies

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca