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A Client Acquisition,
Retention and Development Webinar
MoneyMinding
International delivers a
revolutionary lifestyle approach to personal finance developed by Tracy
Piercy, a CFP and industry professional since 1991. Tracy
is an expert in the psychology of wealth as it relates to day-to-day
financial
decision making that is the basis of the MoneyMinding methodology.
Client
- Advisor Relationships are Changing!
When we talk to seasoned
professionals like you, they tell
us similar stories of how the client–advisor relationship has
changed, and not
for the better! One experienced insurance agent put it this way:
| "In
the
early days of
financial
planning, the client was everything and the results were so much more
than a
good sale. Now the products and sales strategies are the focus of
all the
training for advisors. It's no wonder because without the
relationship,
you have to work twice as hard to make a sale and keep a happy client." |
In the webinar
presentation, we will
show how clients
need to know more than the latest interest rates and financial
projections.
They want to talk about what’s important to them, and you will be
introduced to a
lifestyle financial education system that helps advisors work and
connect with
their clients to do exactly that, without sacrificing productive time
or
requiring a major change to their current systems.
Want
to add value to your practice today...
www.moneymindingmarketing.com
Call 877-764-6444 to
speak to a MoneyMinding representative.
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