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AICPA ENGAGE 2019


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

Description

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.

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