How can you take a regular meeting and turn it into a dynamic opportunity? As a financial advisor, it’s important to master prospecting at every stage in order to increase your chances of conversion. Join us for this session where we delve into pre, during, and post-meeting strategies that will help you transform your approach to prospecting.
We'll guide you through techniques to identify, research, and approach potential clients, ensuring you enter each meeting armed with insights that increase your ability to convert prospects to clients. From effective communication strategies to active listening, we'll share insights that elevate your interactions, helping make each encounter more impactful and memorable.
Discover:
- Pre-meeting strategies for identifying and approaching potential clients
- Dynamic techniques to enhance communication and engagement during prospect meetings
- Post-meeting strategies that solidify connections and drive successful client conversions
Launch Date: June 26
Speakers:
- TBD
How to earn your CE credits
To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.
