Technology has affected our world in a million ways.
Financial Advisors need to re-evaluate their marketing methods in order to increase their chances of getting a new prospect on the phone so they can have a face-to-face meeting. Appointment setting has changed and to be successful, you need to update how you approach your potential new clients.
Join us for an evening of cocktails and dinner, as we learn:
Where are the prospects?
What to do about the low contact rate
Knowing your mix of digital, vocal and personal communication
Critical social/verbal skills for today’s networking opportunities
Referrals vs. Introductions
Leaving voice mail (or not)
Best response handling ideas
Knowing when to back off and call the prospect at another time
About Gail B. Goodman
Gail B. Goodman has spent nearly three decades perfecting a systematic way of understanding the appointment setting phone call for financial services professionals. Her engaging and funny style has inspired thousands of advisors, managers and recruiters to nickname her The Phone Teacher and she is THE recognized expert in the field. She is a frequent contributor to industry publications and her client list is a who’s-who in the financial services industry – Prudential, The Guardian, AXA Advisors, and MassMutual are just a few. Mrs. Goodman has trained over 50,000 advisors and managers and continues to update their phone skills in a constantly changing phone environment.
Ms Goodman is married and lives outside of Nashville on a horse farm with her husband.
About MassMutual Greater Philadelphia
MassMutual Greater Philadelphia is home to expert financial coaches that provide thoughtful, thorough strategies and products that help their clients work towards goals in order to live their best lives. MassMutual Greater Philadelphia believes financial planning and management is becoming increasingly complex, and playing the game to win requires a team of people who love it and live it every day. The agency has maintained a track record of accomplishments and success for over 130 years.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: 610‐660‐9922.
MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
CRN201910-219712
