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
CTC
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
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don’t come to you with a financial goal, they come with an action step. … 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
What does it take to build a high-performing practice and then help others do the same? In this Conversations That Close session, we’ll hear from Stefan Greenberg, Managing Partner at … Read more
