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Exit Planning Webinar | 9 Things You Should Never Say to Your Clients
Communication is the cornerstone of strong planning. We want to show you phrases to avoid when engaging your clients and what you should say instead, because knowing what not to say to your clients is just as important as knowing what to say.
Join Elizabeth Mower, president of BEI, as she discusses nine of the most common and harmful things advisors say to their clients when introducing their planning services, explains why these phrases are harmful, and shows you what you should say instead. If you want to have more productive and effective engagements with your clients, this webinar is for you.
- Which common phrases you should avoid when engaging your clients and what you should say instead
- Why it’s important to both take caution and be brave in your communication
- Tools and strategies that BEI offers to help advisors engage clients more effectively