Complete Set of 22 Skill Builder Videos - LPL Financial
In these twenty-two videos, Cannon's Clark Brown provides you with sample scripting and helpful tips that will assist in growing your advisory business.
Topics
- Branding to Prospects
- Branding to Current Clients
- Educating Referral Sources
- Introductions from Business Partners
- Qualifying Conversations
- Creating Fact, Concern, & Consequence Questions
- Asking Questions with a Purpose
- Discovering Value Around Wealth
- Retirement Discovery
- Retirement Discovery Demonstration
- Investment Discovery
- Investment Discovery Demonstration
- Insurance Discovery
- Insurance Discovery Demonstration
- Pre-Call Planning for Client Meetings
- Conducting Great Client Meetings
- Gap Analysis
- Pre-Planned Presentations
- Build Your Client Experience
- Manage a Large Book
- Relationship Review
- Annual Client Review