Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by … Read more
Sales Strategy
This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to … 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
Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept … Read more
Most advisors have refined what they say in a client meeting. Far fewer have heard how those words actually land. In the first of this two-part series, Carey Yukich, Co-Owner … Read more
