2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion-Slide handout - Playbook Series #3, Session #1

Slide handout - Playbook Series #3, Session #1 - Getting to "Yes"

Pdf Summary

The document is an overview of NAPFA's 2023 Playbook Series, focusing on improving "Conversational Selling Skills and the Art of Influence." The series features sessions that aim to enhance financial advisors’ conversational capabilities, ultimately benefiting client conversion rates.<br /><br />The series includes three sessions:<br /><br />1. **Getting to Yes: The Art of Conversation and Client Conversion** - Scheduled for September 28 at 3 PM ET.<br />2. **Executive Presence: Using Charisma and Gravitas to Your Advantage** - Scheduled for October 26 at 3 PM ET.<br />3. **Capstone/Interactive Audience Session** - Scheduled for November 30 at 3 PM ET.<br /><br />Key experts participating in the sessions include Bob Veres (Inside Information & Insider’s Forum), George Kinder (Kinder Institute of Life Planning), Meg Bartelt (Flow Financial Planning), Eddie Kramer (TBD Name Wealth Management), and Marie Swift (Impact Communications).<br /><br />Discussion topics revolve around:<br />- Differentiating between 'marketing' and 'sales.'<br />- Transforming the perception of selling into a noble endeavor.<br />- Discovering 'secrets' of selling and persuasion.<br /><br />Marie Swift, Meg Bartelt, George Kinder, Eddie Kramer, and Bob Veres will offer insights, comments, and reflections during these discussions.<br /><br />In preparation for the sessions, participants are encouraged to engage in various homework options, including:<br />1. Starting a journal to reflect on thoughts about marketing, selling, and presence.<br />2. Reviewing resource slides and preparing for discussion.<br />3. Practicing breathing exercises to enhance focus and presence.<br />4. Practicing non-verbal communication to enhance connections with others.<br /><br />Resources for further exploration include articles and blogs on mastering conversation, new frontiers in wealth management, the positive aspects of selling, and the use of listening skills and mindfulness to achieve goals.<br /><br />For access to webinars and podcasts from the 2023 Playbook Webinar Series, participants are directed to NAPFA’s official website.

Keywords

NAPFA

2023 Playbook Series

Conversational Selling Skills

Art of Influence

Client Conversion

Executive Presence

Financial Advisors

George Kinder

Marie Swift

Bob Veres