Changing the Dialogue - A Different Way to Talk with Clients and Advisors about Planning
Speakers: Eleanor I. Johnson, CPA, CLU
Year: 2014
Body of Knowledge:
Accumulation Planning with Life Insurance,
Life Insurance as an Asset Class
Competence: Sales |
Level: Broad |
Session Rating: 4.53
Insurance professionals, CPAs, attorneys, investment advisors all bring their own acronyms and perspectives to the table when working with clients. The result is often pushback between advisors and a confused or overwhelmed client. This session will explore a proven strategy to create a simple "common language" which helps clients take action.