Join us for an exclusive webinar tailored for financial wealth advisors, where three industry experts will unveil 3 powerful strategies to acquire new CEO clients. Even if you're content with your current client base, discover how to deeply engage with your existing CEO clients and cater to all their financial needs as business owners
Key Takeaways:
- Learn to secure more referrals to CEO business owners in just two strategic steps for faster client engagements.
- Identify the #1 person critical for connection in your area to enhance your professional network.
- Master the art of strategic conversations with business owners, emphasizing the value of their businesses.
- Equip yourself with the essential tool of understanding their business "number" to plan effectively for their future by unlocking potential with Discover Assessments:
Discover how leveraging five discover assessments, on average, can result in significant outcomes:
* $241,000 in planning fees
* $5,400,000 in AUM
* 400% improvement in Life and Disability insurance coverage
* Seize 401K takeover opportunities for enhanced portfolio management.