Join us as we welcome Tom Hegna to share his powerful insights on being successful in this current six-feet-apart environment, especially when it comes to implementing the best strategies to actually close the sale.
Inside the webinar
Because of the pandemic, meeting with clients is a little tricky, with more precautions needed to be adhered to. Once a potential client attends your webinar, how can you get them to take the next step and schedule that call or appointment with you? Tom knows.
Following Tom, we’ll have a Q+A with Brent Ford, Founder & Investment Advisor Representative at Benefit Resource Partners, who conducts the majority of his business virtually pandemic or no pandemic. Brent is a CreativeOne top advisor and knows the ins and outs of what works when utilizing virtual platforms.
Agenda
Tom’s tips on closing the sale post-webinar.
How to get the app signed while practicing social distancing.
All about Brent’s methodical, hyper successful process.
Presenters
Brent Ford
Brent Ford is a certified Investment Advisor and the founder of Benefit Wealth Partners. Currently, Brent focuses on pre-retirement and post retirement planning, helping to mitigate concerns of retirees through an education-first process yielding easy-to-understand explanations.
As such, he’s played an integral part in transforming Benefit Wealth Partners from a two-person firm to a nationwide organization serving the unique demands of an ever-changing market.
Tom Hegna: CLU, ChFC, CASL
Economist, Author, and Retirement Expert
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.