0       0

AICPA ENGAGE 2018


PFP18EL01 - Responding To Pushback: Concerns Based Marketing


Jun 11, 2018 5:45pm ‐ Jun 11, 2018 6:10pm

Standard: $49.00

Description

Responding to pushback—whether its on investment questions, fees or other client experience issues--can occasionally trip up even the most seasoned advisor, and mean the difference between landing and losing that next prospect! Hear from Ernest Clark on key ways to keep the conversation focused and build confidence.

Speaker(s):

  • Ernest Clark, CPA, PFS, Relationship Director, BAM Alliance

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content