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Strong client relationships set the foundation for a successful, lasting practice. But we often struggle to get past surface level. Many of us are mainly focused on the numbers which, important as they are, can create a barrier to deeper connection with our clients and prospects.
We can remove that barrier when we combine our financial expertise with a personal, turning-point story. Relationships will not only be deepened, but transformed.
Workbook Training (8:08)
Tim Owings, Founder, TL Owings & Associates, LLC
|Resources for Financial Professionals|
The Power of Stories Whitepaper
The Power of Stories Presentation
|1||Download the white paper|
|2||Download the workbook under Financial Professional Resources. Use pages 3-4 to identify a key turning point in your life.|
|3||Contact your Hartford Funds advisor consultant about additional training on this concept|
*Contact your Hartford Funds representative or call 800-456-7526 about CE information.
TL Owings & Associates LLC is not an affiliate or subsidiary of Hartford Funds.
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