The Use of Fact Finding
RaeAnne B.
February 22, 2023
In The Use of Fact Finding, you’ll learn why it is crucial to get that information for the reports to reflect your client’s true wants and needs. RaeAnne will explain how having an abundance of information helps her close business.
The Use of Fact Finding
RaeAnne B.
February 22, 2023
In The Use of Fact Finding, you’ll learn why it is crucial to get that information for the reports to reflect your client’s true wants and needs. RaeAnne will explain how having an abundance of information helps her close business.
Enhanced Planning
Julie B.
May 23, 2023
As a licensed document preparer, Julie B. has a great deal of experience preparing trusts – and referring her clients to a financial advisor. In this webinar, Julie will discuss the benefits of enhanced planning – not just for your clients but also for your practice.
Enhanced Planning
Julie B.
May 23, 2023
As a licensed document preparer, Julie B. has a great deal of experience preparing trusts – and referring her clients to a financial advisor. In this webinar, Julie will discuss the benefits of enhanced planning – not just for your clients but also for your practice.
Introducing the “Workshop System” and Why it Works
Lara G.
September 7, 2023
Lara G. from White Glove will host our Q3 WIB webinar on how to pivot from financial education topics to managing wealth conversations. She will also help us learn about our relationships with clients, and how to prepare for engaging interactions.
Introducing the “Workshop System” and Why it Works
Lara G.
September 7, 2023
Lara G. from White Glove will host our Q3 WIB webinar on how to pivot from financial education topics to managing wealth conversations. She will also help us learn about our relationships with clients, and how to prepare for engaging interactions.
Prospecting and Gaining Referrals
Bernadette T.
November 30, 2023
Bernadette T. talks about women as a segment of the market – and how you’re missing out if you’re not reaching them. She shares her approach to prospecting and discusses the importance of hosting female-specific events. She also dives into case studies and showcases how you can bring these effective strategies into your practice.
Prospecting and Gaining Referrals
Bernadette T.
November 30, 2023
Bernadette T. talks about women as a segment of the market – and how you’re missing out if you’re not reaching them. She shares her approach to prospecting and discusses the importance of hosting female-specific events. She also dives into case studies and showcases how you can bring these effective strategies into your practice.
