Most clients invest less than a third of their assets with a financial advisor, while others entrust 100 percent.  Find out what the secret is to their astounding success.  Revolutionize your financial advisory business by forging an unbreakable bond with your clients to become an advisor with whom those clients entrust everything they own.

Participants will learn what Mitch discovered when studying the winning approaches used by financial advisors who manage 100 percent of their clients’ assets. The most successful advisors have a genuine ability to engage in a discovery dialogue where clients openly express their financial objectives and motivations. The best financial advisors know how to listen, ask the right questions, and create an atmosphere of empathy.  Your Client’s Story will show you how to incorporate these skills into your own practice.

Participants will be exposed specific scripts for re-enacting winning discovery dialogues geared to the life situations, transitions, and goals that drive financial planning. They will learn tips and key questions geared to specific clients and situations, such as:

• Small business owners
• Clients or prospects who are entering or planning for retirement
• Clients seeking balance in their lives
• Individuals who are fearful about outliving their money
• Mature investors