3 Habits of Highly Effective Financial Advisors

Date: Wednesday, October 2, 2019

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Lincoln Financial Group

Smart advisors know the key to continued and future success lies within improvements to your client experience. When you forge deeper relationships, you boost your client retention, gain new assets, and increase client referrals. Understanding strategies that help build trust with clients, make your practice more efficient, and allow you to have simpler, more effective client conversations is critical.

Join this complimentary webcast to ensure you’re practicing the 3 habits of highly effective financial advisors and can meet client needs for growth and protected income. You will leave knowing how to:

  • Establish greater trust to retain existing clients and gain new ones
  • Stay connected with clients to foster more enduring relationships
  • Deepen client loyalty to help gain more referrals

Speaker:

Tim Seifert | Senior Vice President and Head of Annuity Sales | Lincoln Financial Group

Request Free!