Referral Words that Work in the Real World
February 2025 | 30 minutes
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As a financial advisor, you are a professional speaker.
It’s true. You earn your income, initially at least, through speaking.
Instead of giving random responses, be ready to draw upon insightful, helpful, repeatable mental scripts.
In this webinar with Paul Kingsman, you’ll learn:
- Language to ensure you're confidently prepared to maximize every opportunity
- Ways to lead conversations to learn what you really want to know
- How to work with your perfect number of clients sooner than you think
- Words to help you coach your most influential clients so they recommend you to others
Featured Speaker
Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.