How to Attract Business Owners
Includes Q&A Session
Thursday, December 2nd at 12 pm ET
In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
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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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