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You’re more than a financial professional.  You’re a coach, friend, confidant, and often times a therapist to your clients.  Equip yourself with the tools to retain your clients assets by better understanding what money & wealth truly means to them.

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The largest transfer of wealth from the baby boomers parents has already started.  Over 1 Trillion dollars will be inherited.  How much will your clients keep with you?

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The ADVANCED information session covers:

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• 3 strategies for creating INSTANT rapport with your clients.
• 5 ways to teach your clients balance; how to enjoy spending and saving while getting to and during retirement while still meeting their financial needs and goals.
• 5 stupid money mistakes your clients may make after receiving an inheritance and how to help your clients avoid them.

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How sports psychology can increase your client’s chances of attracting and retaining wealth.

Did you know that 41 percent of ultra-high-net-worth investors said trustworthiness — not investment performance (19 percent) — was the most important factor in deciding whether to stay with an advisor or not.

“As a financial professional for over a decade, I understand the challenges of being in the field.  I realize that many times clients may double-step their financial professional’s advice for reasons that seem illogical or irrational.  Differentiate yourself by showing your clients more than just the “doors and windows” of their financial house.  Talk to them about building a solid foundation.”

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• Kelley Keehn, Author & Speaker

The Prosperity Factor for women; a fun, practical guide to the psychology of money

Call NOW to book Kelley Keehn at your next conference or branch meeting.