By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors

  • Tuesday, March 29, 2016
  • 9:00 AM - 10:00 AM
  • Webinar
 

How to Thrive in the New World of Fiduciary Standard and Digital Advisors

 

Featuring guest speaker:

BILL BACHRACH

CSP, CPAE, President, Bachrach & Associates


Bill Bachrach is a popular go-to expert for successful financial advisors who strive to be at the top of their  profession in terms of client service, business success, and personal quality of life. He has written several industry best-seller books, and his articles have been published in some of the most reputable financial services publications around the world.

 

Tuesday, March 29, 2016 | 12 – 1 pm ET

Co-hosted by Reverse Mortgage Funding LLC (RMF) and Financial Experts Network

Join webinar host Tom Dickson and guest speaker Bill Bachrach for an important educational webinar, “How to Thrive in the New World of Fiduciary Standard and Digital Advisors.” Bill will explain how the key to success is your ability to acquire and retain Ideal Clients, which depends more on your “people skills” than on your technical ability.


During this how-to webinar, you’ll learn a proven process: The 7 Critical Conversations

Mastery at the First Conversation

Mastery at Scheduling the Initial Client Interview

Mastery at Opening the Initial Client Interview

Mastery at Making an Emotional Connection

Mastery at Helping People Define Goals

Mastery at Financial Benchmarking

Mastery at Articulating Your Client Value Promise and Getting Hired

 

Participation is free, but space is limited.

Register today at 

www.financialexpertsnetwork.com/thrive

For information about reverse mortgages, please contact me today:

 

DAVID LUCAS

HECM Loan Specialist, NMLS ID # 1087983 480.440.5182 | dlucas@reversefunding.com reversefunding.com/david-lucas




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