Ways to Master Client Acquisition in the New “DOL Rule” World!

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Primary lines of business:

Annuities
Life Insurance
Health Insurance
Retirement Planning

Client Acquisition

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Use the DOL Fiduciary Rule to your advantage to differentiate yourself from other advisors, get hired quicker, and grow your business more than ever!

 

Bill Bachrach will teach you how to:

  1. Build trust with prospective clients and increase trust with existing clients.
  2. Generate more revenue per client, while decreasing your marketing expenses and efforts.
  3. Master client acquisition by learning how to discover and engage prospective high-net worth clients.
  4. Master the initial client meeting by helping clients and prospects define their goals, and benchmark their current financial reality.
  5. Master articulating your client value promise so you get hired in the first meeting.

Implementing all you learn from this recorded web class could inspire your clients to do all of their business with you and generate more referrals. You’ll even gain an improved quality of life doing what you love and getting the results you’ve been searching for!

Complete the form to watch the recorded web class!