In this webinar presentation, Vince D'Addona discusses the narratives he uses, the tools he employs, and the way he builds identity, trust and confidence with his clients. He also shares costly mistakes he sees other advisors make - and how to avoid making them.
Vince will share both the art and science of closing very large estate cases, then crafting superior solutions for them.
Webinar Topics will include:
- Three Elements of Transaction
- How to Lead with the Narrative
- Design Narratives to Compel Action
- and more...
Notice: These slides are provided "as is" from their respective author(s). User assumes all
responsibility for confirming up-to-date accuracy and obtaining respective compliance
approval for these slides and planning recommendations to clients.
Gear Approval #: 2010-2948
For the Video Part A companion of this presentation,
click here.
For the Video Part B companion of this presentation,
click here.
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