Join Tom Hegna and The Institute of Financial Wellness on October 1st at 4:30 ET to see how they’ve combined some of Tom’s powerful stories with The Institute of Financial Wellness sales story, software & leads program.
We all know that the best prospects are often existing clients, and warm referrals are the next best thing.
However, identifying new opportunities with existing clients—beyond the typical annual review—can be challenging. Asking for a warm referral can feel uncomfortable. But not anymore!
During this webinar, we’ll dive into proven formulas w/ practical methods to unlock new opportunities with current clients and generate warm referrals.
What you’ll learn:
- The exact strategy and method you can use to apply this system in your business.
- A case study of an advisor who closed $3.2 million in new annuity premiums by using this approach with just 25 clients.
- Insights from other advisors currently using this strategy, so you can see firsthand how it works, directly from your peers.
This is a sales growth opportunity you won’t want to miss.
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