Thursday, January 21, 2021
11:30 a.m. -NOON NAIFA business
NOON-1 p.m. Lucila Williams
11:30 a.m. -NOON NAIFA business
NOON-1 p.m. Lucila Williams
Don’t “Sell”, Share Your Philosophy
You did all the work, but then the client didn't follow through on any of your recommendations. If you have ever had a planning client resist your recommendations or go MIA after the planning process, this training is for you.
In this training Lucila will discuss:
-The 3 most common mistakes advisors make that get in the way of implementation.
-The role of your philosophies in the planning process. What are they and how do you use them?
-The 5-step recommendation process you can use at every implementation meeting.
You did all the work, but then the client didn't follow through on any of your recommendations. If you have ever had a planning client resist your recommendations or go MIA after the planning process, this training is for you.
In this training Lucila will discuss:
-The 3 most common mistakes advisors make that get in the way of implementation.
-The role of your philosophies in the planning process. What are they and how do you use them?
-The 5-step recommendation process you can use at every implementation meeting.
ABOUT LUCILA
Lucila Williams CFP® is the founder of The Intentional Advisor, a practice management consulting firm dedicated to helping financial advisors build Advice-based Planning practices that are both purpose-driven and profitable.
She is also the President of LOTUS Financial Partners*, an Advice-based comprehensive financial planning practice in Denver, CO.
Lucila shares her message with financial advisors throughout the country through speaking engagements at industry events, online courses and one-on-one consulting. Outside of work, she is passionate about her family, cappuccinos and chihuahuas!
Lucila will be offering The ATTRACTIVE Practice 7-day Challenge for free to members of the group. It is a video based training series designed to help you stop CHASING clients and start ATTRACTING them. Seven days of training with videos and workbooks.
Lucila Williams CFP® is the founder of The Intentional Advisor, a practice management consulting firm dedicated to helping financial advisors build Advice-based Planning practices that are both purpose-driven and profitable.
She is also the President of LOTUS Financial Partners*, an Advice-based comprehensive financial planning practice in Denver, CO.
Lucila shares her message with financial advisors throughout the country through speaking engagements at industry events, online courses and one-on-one consulting. Outside of work, she is passionate about her family, cappuccinos and chihuahuas!
Lucila will be offering The ATTRACTIVE Practice 7-day Challenge for free to members of the group. It is a video based training series designed to help you stop CHASING clients and start ATTRACTING them. Seven days of training with videos and workbooks.