Better Listening, Better Questions, Better Relationships

Irving, Texas
Wednesday, September 27, 2017
Better Listening,
Better Questions,
Better Relationships

2-day Training Academy

Better Listening, Better Questions, Better Relationships
Wednesday, September 27, 2017 8:00 AM -
Thursday, September 28, 2017 4:00 PM (Central Time)

Marriott - DFW Airport
8440 Freeport Parkway
Irving, Texas 75063
United States

Map and Directions
This training is for successful advisors who desire to build better and deeper relationships with their existing clients and take their practice to the next level.  From this training you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

The session includes: 
• An overview of Heritage Design and how it fits with financial and estate planning and with your existing practice;
• How to understand and facilitate your client/prospect’s decision making process;
• Using the 7-step Alignment Conversation to create deeper relationships you’re your existing clients, distinguish yourself from their other advisors (and competitors) and engage new “A” Clients;
• Using the Expectations Conversation to set clear, agreed upon expectations with your clients and prospects.  One definition of disappointment is “the difference between a someone’s expectations and their experience.”  Our clients often have unstated (and sometimes unrealistic) expectations. If we do not know what those are, you are likely to unknowingly disappoint them.

After August 24th - $2,495.
Heritage Design Professionals:  50% discount
Heritage Partners: 25% discount
Members:  10% discount

Contact Information

  • The Heritage Institute
    Phone: 503-771-2257
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