Best Practices and Call Scripts

Thursday, September 26th, 2024 | 1:00 PM ET | Virtual

Walk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize Simplicity's best practices to help grow your business.

Simplicity's Educational Resources:
  • Strategic touchpoints

  • Closing appointments

  • Forming Connections

Agenda

  • Advisor Business Lifecyle

  • Client Needs: Financial Planning Considerations

  • The Effectiveness of In-Person Events

  • How to Maximize ROI on In-Person Events

  • Resource Access

  • Special Training