Financial advisors need to be having courageous conversations with prospects and clients as a way to start the dialogue so they can build the trust in order to develop relationships that will help turn them into a client for life.
Suddenly widowed and left with a twelve-and-a-half year old daughter after the tragic death of her husband, Jane knows first-hand how important having a solid trust relationship with your financial advisor really is and that it goes far beyond the products and services they sell.
Join Jane Blaufus as she shares through the eyes of your clients, tips and strategies to have the ‘courageous conversations’ with your clients and their loved ones, to peel the onion and dig down deep to build trust relationships and become an advisor for life!
Jane will also offer a unique first-hand look into what beneficiaries and their families go through after the loss of a loved one and how you can be an invaluable partner and resource for them. Learn what is important ‘to them’ from the standpoint of working with you their financial advisor.
During this web class you will learn how to differentiate yourself from your peers and set yourself apart in the industry with both prospects and clients.
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Jane Blaufus, CLU is the bestselling author of the book, WITH THE [STROKE] OF A PEN: Claim Your Life. Her book and planning binder have become recognized as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals, and business owners alike. She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager, and executive responsible for the development, delivery, and implementation of recruiting and selection processes, and sales and marketing training to thousands of people in the sales force. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada where she consults extensively into the financial services industry. Jane is a sought after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session and was featured on the main platform at the MDRT PEAK 2017 Convention in Pattaya, Thailand. She is a frequent guest expert on national TV/Radio, and a Huffington Post blogger. Her reputation and expertise make her an influential coach to many financial services professionals. Jane believes that to excel in today’s marketplace, the key to success is relationship building and she walks the walk and talks the talk.