Test Alert 1: Test alert. Integer posuere erat a ante venenatis dapibus posuere velit aliquet.

Say It So It Sticks!

May 2020  |  61 minutes

Whether you like it or not, financial advisors are professional speakers.

You earn your income, initially at least, through speaking. Outstanding advisors confidently guide fruitful conversations by drawing on insightful, helpful, repeatable mental scripts. Through speaking clearly and confidently, advisors influence their clients’ decisions, providing them with understanding and peace of mind. Quickly connecting and building trust with prospects and clients is vital.

Combining his hands-on experience as a financial advisor, jail chaplain and professional speaker, Paul Kingsman will teach you how to confidently and convincingly be heard above the noise by the people you most want to help. You'll learn:

  • Effective referral language that works in the real world
  • How to work with your perfect number of clients sooner than you think
  • Words that work when cultivating new, profitable center-of-influence relationships
  • Language to help coach your most influential clients and keep you top of mind
  • How to become a great conversationalist
  • How to be confidently prepared with language to maximize every opportunity
Mike McGlothlin
About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

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.