FREE ONLINE TRAINING
Hosted by Jason Raitz, President of Speak with People
Most financial professionals don’t lose clients over performance, they lose them over communication missteps they don’t even realize they’re making. You’ll learn to spot these hidden habits before they cost you business.
Get the exact conversation framework used by top advisors to build trust in minutes, strengthen client loyalty, and create a steady stream of referrals — without feeling pushy or “salesy.”
This isn’t theory. You’ll leave with actionable strategies and conversation structures you can apply in your next client meeting to deepen relationships and grow your book of business immediately.
Stop losing trust in conversations that don’t connect.Stop losing trust in conversations that don’t connect.