How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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How to Tell an Effective Story
2021-11-23 • 20 second read

You’ve heard that facts tell and stories sell, but do you know how to tell a story that communicates your value to a client? In this interview with Chris Jeppesen, head of Practice Management for First Trust, we discuss how addressing need and using an applicable story can help an advisor stress how much they’re worth rather than how much they cost. Click here to read more on LinkedIn

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