Jim Chilton, founder of The Society for Financial Awareness (SOFA), will discuss how advisors can develop lasting relationships with decision makers at companies and organizations by utilizing SOFA’s proven prospecting system. You’ll be able to differentiate yourself as a financial professional in your communities, as well as create centers of influence that competitors only dream of achieving!
Jim will teach you how to:
- Gain access into companies, organizations, and churches
- Achieve appointments of qualified prospects by providing free educational workshops
- Assist HR’s in fulfilling the Department of Labor’s (DOL) 404c requirement
- Develop trusted relationships that will carry you through your career
Join us to learn how you can see an increase in the business you submit by creating meaningful relationships through SOFA membership!