Watch this webinar to discover how you can grow your customer base and share of wallet utilizing the Circle of Wealth planning process.
In this discussion, Greg Woodbury, the FMG Suite VP of Business Development, sits down with Mark Guthrie, an Investment Advisor Representative at Westface Financial Advisory, to show how the Personal Economic Model expands his conversations to encompass a client’s entire financial picture.
By watching this webinar, you’ll hear valuable insight including:
- Mark’s 10-step client acquisition process
- How to position life insurance when talking to clients and prospects
- New technologies that make your job easier
