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