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.