We all want to deliver a personalized approach.
But who has time to prepare it? Your schedule is already full. And with an individualized approach, every conversation is different. Every time. For every client.
How do you make sure your message is tailored, yet repeatable? Yes, it’s possible.
Focus. Be intentionally targeted in your approach. In this webinar, we discuss specific ways to prepare for and follow through on meaningful conversations that lead to increased sales. We present winning strategies for five groups of clients:
Watch to learn how to prepare for multiple meetings at once while providing the individualized approach your clients need.
Director, Retirement Training and Consumer Education,
Megan Easton delivers educational campaigns, marketing material and ideas that you can put directly into practice with your clients. Prior to joining Ash, she was responsible for helping grow annuity sales by creating and implementing a complete training platform. She has a passion for connecting the needs of clients, advisors and distributors, to educate on the importance of retirement income.