Webinar for Financial Professionals
Process that Leads to More Premium
with Strategies that Benefit the Client
Find the prospect, find the problem, find the money, find the solution. Rinse and repeat.
The Circle of Wealth® tools and client process will help you attract qualified prospects, identify their financial inefficiencies and provide them with a personalized financial plan to address these inefficiencies, reducing stress when unexpected life events occur
The Circle of Wealth® tools and client process will help you attract qualified prospects, identify their financial inefficiencies and provide them with a personalized financial plan to address these inefficiencies, reducing stress when unexpected life events occur
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
During this one-hour webinar, Starr Barnum will share the key conversations that the Circle of Wealth® offers agents and advisors to help their clients and prospects financially with a special emphasis on the life insurance conversation.
Time permitting, he will also explain how our process and presentation tools can help you ATTRACT prospects, ENGAGE them during your meeting(s) and CLOSE them as satisfied clients.
Time permitting, he will also explain how our process and presentation tools can help you ATTRACT prospects, ENGAGE them during your meeting(s) and CLOSE them as satisfied clients.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
