Workshop 28: Extending Your Lead— Positioning Yourself as an Expert

Tuesday, May 2, 2017 -
2:30pm to 3:20pm

Session type:

Positioning yourself as a wealth management expert in your community is essential for success.  Learn how to define and explain the advisor promise in a clear way, so that clients can share this message with others.  Discover how to build collaborative professional networks and partner with other professionals, as well as how to build a plan to address the “Big 4” affluent-client advanced planning needs— tax mitigation, estate planning, wealth protection, and charitable giving.