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Presented by: Bill Walton

Thu. December 18, 2008

Are you satisfied with the quality of leads you receive and your process for reaching out to prospective clients?

Learn about a simple 3-Step Strategy for Approaching Clients in this AdvisorMax coaching session. Join industry coach Bill Walton on Tuesday, May 20th at 2pm for a 60-minute web seminar that will will walk you through the steps:

1. Prioritize Your Prospects
2. Create an Elevator Speech
3. Implement a 7-Touch Strategy

Bill's easy-to-follow process enables advisors to generate qualified new relationships in a systematic way. Discover how to set yourself apart from the competition.

This online event, focusing on high-net-worth clients, will cover:

* how to gain access to the right senior, influential people
* the four methods for gaining the referrals you want
* the biggest cold calling mistakes to avoid
* the key components of a perfect pitch
* networking strategies that work; and
* the "7-touch Strategy" that will turn prospects into clients

Participants will receive a sample plan that will add real value to client interactions.

Featured Coach

• Bill Walton