Words Matter: Let's Change the Way We Speak to Clients, Prospects, and Advisors. Let's Change the Result.
Speakers: Mark Leyden, CLU
Year: 2019
Body of Knowledge:
Marketing
Competence: Skills |
Level: Basic |
Session Rating: 3.80
By changing the way we interact with advisors, we can change the results. The objective of the presentation is to move from a resource to a COI to a collaborator. Do you have strong relationships with COIs but feel like you are scratching the surface of the true potential? I do. That is why I am changing the conversation. Session takeaways:• Generate three specific cases to improve interactions with COIs• Engage COIs to take action• Stop wasting time with COIs who will not partner