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
Sales Strategy
Many top clients are also the hardest sells. Stephanie Beckwith knows this firsthand: one advisor’s “tough sell” changed the course of her own family farm, and it’s why she now helps advisors have … Read more
In this Conversations That Close session, Mando Sallavanti shares how he uses social media to build visibility and turn online engagement into real client relationships. Mando will walk through his … Read more
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, … Read more
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