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Tips and tools for improving client relationships & becoming an Advisor for Life
March 24, 2021 @ 10:00 AM - 11:00 AM
Join us Wednesday, Mar. 24 as the Alliance for Lifetime Income senior education advisors Mike Harris and Steve Gresham team up with NAFA’s director of membership, Bailey Sorensen, to dive into what it means to be an Advisor for Life and how to make it happen. They’ll discuss:
• Tips for answering complex questions with simple, straightforward answers
• Key concerns boomers have and how they’ve been influenced by recent events
• How consumers use information to make financial decisions
• Why language matters (and a first look at the Annuities Glossary and Guide the Alliance has created to improve your conversations!)
• A host of tools and resources — for both advisors and consumers! — that elevate client-advisor relationships and position you as the Advisor for Life