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EPISODE 4: How to enroll clients by utilizing a very special kind of conversation
November 30, 2021
Lori Coonen
EPISODE 4: How to enroll clients by utilizing a very special kind of conversation
Lori Coonen
November 30, 2021

EPISODE 4: How to enroll clients by utilizing a very special kind of conversation

Lori Coonen
November 30, 2021

In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Length: 38 minutes

Newer PostEPISODE 5: The backstory of the Heritage Institute
Older PostEPISODE 3: How Much Is Enough?
 

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