What if you had the right questions to completely transform your client relationships? As an advisor, you know that your success often hinges on how well you understand your clients’ needs—and that all starts with the questions you ask.
Imagine stepping into your next client meeting with the confidence that you’re about to develop insights that will not only help your clients but also set you apart as their go-to advisor. Sounds intriguing, right?
Join us for our upcoming webinar, "The Sales Questions Every Advisor Should Be Asking," where we’ll get into into the questions that can make all the difference in your practice.
WHAT WE'LL COVER:
Digging Beyond the Surface: We’ll show you how to ask the kind of questions that get to the heart of what your clients really want and need, opening up new opportunities you might not have seen before.
Building Stronger Relationships: Learn how the right questions can build trust and make your clients feel truly understood—strengthening your relationships for the long haul.
Real Tips You Can Use: We’ll share practical tips on how to weave these questions into your everyday conversations with clients, so you see real results.
Elevating Your Practice: By the end of this session, you’ll have a toolkit of questions that can elevate your advisory services and help you stand out from the crowd.
Whether you’re a financial planner, wealth manager, CPA, or business advisor, this webinar is designed to help you take your client interactions—and your practice—to the next level.
CO-HOSTS
Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners.
Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
