National Event

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Event Name "Take control of your clients estate planning"
Summary CE Credits 0
Description

Take Control of Your Clients' Estate Planning

Presenter: CICEA Member Daniel Collison     advice2advisors.ca

30 Year Financial Industry Veteran, Author, Keynote Speaker, Schulich School of Business MBA Instructor, Advice2Advisors Motivational Coach

Date:  Thursday November 7th, 2024

Time:  1:00 - 2:00pm EST

  • Start the estate planning discussion at any point in the Client Acquisition & Retention Process.
  • Be seen as The Estate Planning Expert that your clients and prospects need . . . and want.
  • Ask the right "disturb & motivate" questions that immediately builds trust and solidifies the relationship.
  • Identify the challenges and opportunities that they didn't even know they had in their estate planning.
  • Gain at least 8 new names for future referrals and introductions at each discovery meeting.
Date 11/07/2024       Start time: 13:00       End Time: 14:00
Location https://us02web.zoom.us/webinar/register/WN_BMaqOaT1TzGIbG0-YjGiag#/registration
CICEA Member Fee $0.00 Guest Fee $0.00