Better Listening, Better Questions, Better Relationships

Grapevine, Texas
Thursday, August 16, 2018
Better Listening,
Better Questions,
Better Relationships

2-day Training Academy

Better Listening, Better Questions, Better Relationships
Thursday, August 16, 2018 8:00 AM -
Friday, August 17, 2018 4:00 PM (Central Time)

Embassy Suites by Hilton Dallas DFW Airport North
(972) 724-2600
2401 Bass Pro Drive
Building 3
Grapevine, Texas 76051
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 with 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 you do not know what those are, you are likely to unknowingly disappoint them.

After July 15th - $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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