The Only Calls You Can Count On Are the Ones You Make:
Build a Proactive Calling Campaign Strategy to Expand Current Relationships

What do you do when your phone isn’t ringing with clients wanting to make a trade or roll over an IRA?

How do you generate new business from your current clients when they aren’t calling you?
The best advisors communicate with their top clients multiple times throughout the year to identify needs in a variety of wealth management areas. Uncovering an opportunity in one area can open the door to a need that should be addressed in another area.

When incoming calls slow in your practice, it’s time to pick up the phone and proactively call your clients to set appointments for additional conversations. Not sure what to say when clients answer? Lister to Cannon’s Jeff Cobb discuss of the importance of proactive client phone calls and a disciplined calling strategy to set meetings with your current clients to expand the relationship and drive new revenue. By viewing this recorded program, you will:

Special Program - $199 Program approved for 1 hour CWS® CE credit

1. Acquire a pre-call plan framework to identify clients to call and the information you’ll need.
2. Develop sample scripting of the critical points for your initial phone call.
3. Identify the information and insight you can expect to uncover in your client meeting.
4. Develop a pre-meeting plan for your client meeting.
5. Discover the keys to identifying sales opportunities during your client meeting.
   

This recorded program will prepare you to pick up the phone with confidence and start using the most important feature of any telephone: calling your clients to set more appointments to uncover new opportunities and increase revenue in your practice.

Kickstart your practice with a detailed plan of action for expanding your current relationships!

Participants will receive the presentation slides and a workbook to complete during the session.