As the advisory business has been bolstered by rising markets, many of your competitors are resting on their haunches. Struggling with complacency, they are extending little effort in going above and beyond performance with their existing client relationships. They’ve left the door open for you to win over their best clients!
In this one-of-a-kind workshop, top-rated coach and best-selling author Sarano Kelley will share the secret to approaching your competitor’s clients and engaging them in a conversation about allowing you to replace their current advisor… ethically!
Register today to learn the critical questions you need to ask your competitor’s clients to learn what will motivate them to make a move.
EVENT: Taking Business from the Competition… Ethically
DATE: Wednesday, January 26th
TIME: 12:15 PM PT / 3:15 PM ET
