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ENG19EL01.8
Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward
Date
June 12, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
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.
Speaker
Theron Schaub, BFA
VP. Strategic Relations, Buckingham Strategic Partners
General
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