12/1/2021: Webinar
Webinar: Working as One: Increasing Referrals to Wealth Management
Date: Wednesday, December 1, 2021
Duration: 1 Hour
Time: 10:00 AM Hawaiian, 12:00 PM PT, 1:00 PM Arizona and MT, 2:00 PM CT, 3:00 PM ET
Description
Your clients / members have important needs and goals that may benefit from specialized professional expertise and services provided by Wealth Management experts in the areas of financial planning, trust and estate planning, investment and asset management services for individuals and businesses. Operating as One Team means an organization works effectively together to look for all the ways to be helpful to clients / members and provide them with all the appropriate solutions they need to prosper.
During this webinar, we will review some typical obstacles and successful approaches to work as one team to fully serve wealth management needs of clients / members. In addition, we will look at specific opportunities to discover the need to refer clients/members to Wealth experts and provide scripting to overcome various objections.