Join retirement income planning veteran advisor Phil Lubinski to learn how to conduct compelling intro meetings with prospects that end up with new client engagements.
Phil has spent decades helping thousands of advisors become more effective salespeople and more efficient business owners through delivering retirement income services.
Learn how powerful a clearly defined income plan can be in convincing a prospect to take next steps with you. Learn about:
- Warming up the prospect
- Setting up the intro meeting via web
- General fact finding that can be done in minutes
- Building a basic income plan that clients understand
- Next steps for achieving new client engagement