The Dialogue Wheel

In this episode Chris Jeppesen introduces the concept of the dialogue wheel to contrast yourself from other advisors and how to successfully implement the strategy with your clients.

I also invite you to join me and Chris for our 2019 kick off webinar! Click here to register: https://attendee.gotowebinar.com/register/2776995132108639235

The Advisor of the Future - Adapt and plan to thrive while others struggle to survive

Wednesday, January 16th, 2019 at 4:10 EST

WEBINAR DETAILS: Join myself and co-author of The Advisor Playbook, Chris Jeppesen, for a strategic planning webinar where we will pass along actionable, proven strategies that will enable you to:

• Put more sand in your hour glass through effective time allocation efficiencies
• Refine your growth and profitability model
• Create intellectual property and elevate the client experience to drive enterprise value

You've heard the mantra, "The best work on their business not in it. The best get from the day, not through it." If you're looking for the best practices that separate the best from the rest, this webinar is for you.

Click here to register: https://attendee.gotowebinar.com/register/2776995132108639235