Join us for lunch to learn the 5 Critical Conversations you should be having with your clients before someone else does! We all know that attracting new clients is expensive – that’s why client retention is so important.
By mastering these 5 Critical Conversations, you will not only enhance your existing relationships, but potentially be able to attract new ones as well. Learn how elite producers use these 5 Critical Conversations to consistently drive a wedge between prospects and their existing advisors. Having the right tools and learning how to position them can make all the difference in uncovering new opportunities. That’s just what these 2-hour luncheon events are for!