Webinar for Financial Professionals

Unlock the Power of 4 Questions to Win Your Next Client

Are you ready to transform your conversations into opportunities? Join us for this exclusive webinar and discover the secret to building meaningful connections that convert. With just four simple yet powerful questions, you’ll learn how to secure first appointments, uncover client needs, and showcase your unique value in a way that resonates. Whether you’re looking to grow your client base or refine your approach, this session offers actionable strategies to help you stand out and succeed.
COW Software

Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.

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
COW Software

Your Host

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.
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