On Wednesday, May 18th, the Dow Jones Industrial Average posted its biggest loss since 2020 (3.57%). On the same day the S&P 500 traded 4.04% lower, also the worst drop since 2020. While it has since gone up, the road is erratic causing concern among investors.
While this is not the first time this has happened, nor will it be the last, lack of communication from their financial advisor greatly increases the client’s concerns.
Join Sarano Kelley on June 29th to learn how you can take advantage of the turbulent market environment by being proactive in your prospecting efforts. Learn how to “ethically” approach your competition’s clients to gauge their satisfaction with the services they are receiving and to identify the things that are important to them. Learn how to effectively address their concerns and objections.
The Kelley Group’s innovative communication system will quickly move your client acquisition efforts to the top of the scale. In a recent study, advisors who incorporated this strategy increased introductions to new prospects by 303%, increased business proposed by 289%, and increased assets received by 198%.
Register today for this complimentary, high-impact webinar, and learn how to increase your client acquisitions exponentially.
EVENT: Prospecting During Turbulent Times
DATE: June 29th, 2022
TIME: 12:15 PT / 3:15 ET
Presented By Sarano and Brooke Kelley:
Sarano and Brooke Kelley, rated as #1 speakers by some of the largest Wall Street firms will provide timely information during this complimentary teleseminar.
Register today and share this with your colleagues. This is a message EVERYONE needs to hear!
*Please note your firm's firewalls may require that you register for this webinar on a personal device.
Call Us At: 1-866-584-8885 OR Email Us At: [email protected] for more info.