Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News > Best Practices > Practice Management Takeover with Deborah Fox, CEO & Founder of AdvisorTouch

Practice Management Takeover with Deborah Fox, CEO & Founder of AdvisorTouch

Category: Best Practices
Best Practices header

Practice Management Takeover with Deborah Fox

ABOUT this webinar
Topic: Successfully Using Storytelling with Your Prospects & Clients to Motivate Them to Take Action
Description: Every advisory firm is faced with figuring out how to get prospects and clients to take the next step. Whether it’s working to generate more referrals, motivating a prospect to make the decision to become your client, or inspiring a current client to complete an important task you have assigned, how we communicate can make a huge difference for initiating action. Leveraging storytelling is one of the most effective strategies for motivating those you serve. Join us to learn how incorporating storytelling can make your day-to-day conversations, presentations, and marketing messaging much more effective. The following topics will be covered:

  • Utilizing stories to educate and engage prospects and clients can be an extremely successful strategy.
  • Storytelling is powerful and effectively helps your clients remember what you communicate.
  • This webinar will educate you why storytelling works and how you can leverage the scientific effect it has on the brain in your business.
  • Discover exactly what type of information you should utilize during a meeting and what type you should not – and why.
  • Ideas for how you can use this approach in your business on a day-to-day basis to differentiate yourself
  • Examples of which type of stories you should use based on who you are communicating with

Deborah is the founder of AdvisorTouch and has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic wealth management services. She has been consulting with advisors for more than 20 years to help them unite and systemize their technology, human capital, practice management, and systems.

As an advisor herself, Deborah and the rest of the AdvisorTouch team understand the daily challenges you face, and how to address them so you and your team can thrive.

Register now for this webinar on February 9 at 10 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.