Perhaps the most important step in the sales process is too often reduced to a few minutes and a few facts. From food to COVID shots, everything in our life has been reduced to a “drive thru” mentality.
Regulators say we should “know our client”, but do we really? There’s a big difference between knowing your client well enough to meet suitability standards, and knowing your client well enough to be their life and financial coach through retirement.
As our advisors know, IncomeConductor is more than just technology. It is a process for becoming successful as a retirement planning specialist. Knowing that comprehensive fact finding is critical to success, we have made available a fact finding tool that has been time tested for more than 35 yrs. This month’s Roundtable will feature this tool and best practices for its use.
Learning Objectives:
– Uncover attitudes and aptitudes
– Expose and eliminate your competition
– Help you avoid mistakes other advisors make
– Discover hidden marketing opportunities
– Create a truly personalized, holistic retirement income plan for your clients