Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Essentials Webinar
Wed, Mar 12
|Webinar
Nearly every Financial Professional knows how important it is to turn connections into clients. However, for some, this isn’t easiest thing to do. You’re not alone!
Time & Location
Mar 12, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Join us for our next Essentials webinar with Brock Fortner of Stone Century Financial, where he will share practical strategies to help you engage prospects with confidence and guide them toward becoming long-term clients.
In this session, Brock will reveal:
- How to navigate the critical first conversation with a prospect
- Proven techniques to build trust and move from introduction to commitment
- Strategies to ensure your meetings are structured, impactful, and results-driven
Don’t miss this opportunity to elevate your client conversations and grow your practice!