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ENG19EL01.8 - Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward

Jun 12, 2019 4:05pm ‐ Jun 12, 2019 4:30pm

Standard: $49.00


Learn powerful Stories, Sketches, and Scripts that your clients can connect with. You will learn how to communicate and incorporate common investment principals in your client meetings and presentations. The principals include how to explain risk, diversification, how markets work, and the importance of having a financial advisor. You will walk away with simple drawings that tell a powerful story.


  • Theron Schaub, BFA, VP. Strategic Relations, Buckingham Strategic Partners

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