CTC
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for … Read more
The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. … Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for … Read more
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, … Read more
Jeri Turley is Managing Director at Winged Keel Group, where she’s built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, … Read more
