Better Listening, Better Questions, Better Relationships

Dallas, TX
Monday, November 04, 2019
Better Listening,
Better Questions,
Better Relationships

2-day Training Academy

Better Listening, Better Questions, Better Relationships
Monday, November 04, 2019 8:00 AM -
Tuesday, November 05, 2019 4:00 PM (Central Time)

Dallas, TX 75024
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 October 7 - $2,495.
Heritage Design Professionals:  50% discount
Heritage Partners: 25% discount
Members:  10% discount


Contact Information

  • The Heritage Institute
    Phone: 503-771-2257
© 2019
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