Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Masters Webinar
Wed, Feb 26
|Webinar
Financial professionals using Leap already know its power. But are you leveraging it to its full potential?
Time & Location
Feb 26, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
In this high-impact session, Trent will share strategies he’s using to help top Financial Professionals accelerate their success, including:
• How to position yourself as a holistic financial planner in today’s evolving market.
• The 4-5 strategies that 80-90% of your clients need.
• The power of objection-free planning—why clients say “yes” faster when you ask the right questions.
• How to turn a business plan into a business formula for consistent, predictable success.
This is your chance to learn directly from a proven industry coach whose insights are helping advisors grow faster and close more business with ease.