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Stand out to and drive conversations with your target market

Adrian George, CFP, TEP

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Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.
 

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