Webinar for Financial Professionals
The Four Questions That Instantly Change Financial Conversations
Open your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily.
In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions anyone serious about their finances should know the answers to. These questions act as powerful door openers that naturally lead to deeper financial planning conversations—without starting with products or sales pressure.
During this webinar, you’ll learn:
- The Four Questions that quickly engage prospects in meaningful financial discussions
- How Circle of Wealth® helps uncover hidden financial inefficiencies
- A simple door opener framework advisors use to start better prospect conversations
- How the visual Circle of Wealth® tools help prospects see opportunities they may be missing
Join us and see how this simple framework can help you start better financial conversations with prospects.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Your Host
Starr Barnum
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
