Better Listening, Better Questions, Better Relationships - Annual Meeting Week

Westlake, Texas
Thursday, March 01, 2018
Better Listening,
Better Questions,
Better Relationships

2-day Training Academy

Better Listening, Better Questions, Better Relationships - Annual Meeting Week
Thursday, March 01, 2018 8:00 AM -
Friday, March 02, 2018 4:00 PM (Central Time)

Dallas/Fort Worth Marriott Solana
(817) 430-5000
1301 Solana Blvd
Building 3
Westlake, Texas 76262
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.

ACADEMY TUITION:  $2,195;
After January 31st - $2,495.
Heritage Design Professionals:  50% discount
Heritage Partners: 25% discount
Members:  10% discount
 

Contact Information

  • The Heritage Institute
    www.theheritageinstitute.com
    admin@theheritageinstitute.com
    Phone: 503-771-2257
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