A full-day seminar with Rick Barrera,
Author of Overpromise and Overdeliver: How to Design and Deliver Extraordinary Client Experiences

In this participative and engaging session, Rick Barrera will help you improve your questioning and listening skills and enable you to be much more highly attuned to your clients. You’ll leave knowing what to say in critical conversations with clients and how to say it in a way that is all about them.

Focus:

• Practice to become more skilled at managing the conversation the referral conversations create.
• Clarifying, Expanding & Impact questions
• Responses to Pivotal Questions and Triggers

Prepare by having your Referral Process script binder well organized, especially your responses to the common questions and reactions when you conduct referral conversations in the real world. Additionally, read the 24 / 7 Content Coaching Q & A.

This workshop covers those critical situations where “the rubber meets the road” in your client relationships. If you want to put cash in the bank, this is the workshop for you.

Schedule

This Program is offered by invitation only and is non-cancelable. Staff and spouses are also encouraged to attend to understand their role in the cultural and behavioral shifts that occur with implementation of the principles of Values-Based Financial Planning™. Please contact your Accountability Coach (800-347-3707) to receive additional information, as well as to determine whether this is an appropriate investment for you for which you may receive an invitation.