Technology allows us to get access to information, but the advisors need a way to initiate action for the client on a relatable level. In this presentation, I will share how to create authentic relationships with clients and to stand apart from ‘internet information overload’ by avoiding over-complication and effectively relaying value propositions.
I will show exactly how I built a multi-million dollar practice by harnessing my relationships and using the internet (social media) to my advantage, as well as how your advisors can achieve the same. Stats fail, stories tell, and agents sell. I will teach advisors how to connect with clients using stories, transitioning from being a “salesperson” to a “facilitator,” which will allow for more favorable outcomes with clients. They will leave with language, process, and tips they can apply to their practice.
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