You’re a great financial planner, so why aren’t more people hiring you? In this session, Joe will share a system for how to attract ideal clients and then work with them for life. Join us to learn his consultative sales process that energizes people to engage right away.
Joe trains advisors how to build practices they love. He’s best known for College Pre-Approval™, a proprietary process he developed for his niche practice over the course of 10 years. He empowers financial planners to help families save ON the cost of college, not just FOR the cost, and nail college planning for clients without robbing their retirement.