How to drive AUM production and insurance sales

Welcome to Financial Institution Insurance Council Presents!

 

In this episode,  co-managing directors Bob Mittel and Scott Stathis moderate a discussion on how to drive AUM production and insurance sales with client education and financial planning.

 

You'll hear from experts, including:

 

Miriam Lawrence, Director of Corporate programs at Horse's Mouth

Troy Wada, Principal Wealth Manager and Founder of Impact Wealth Solutions

Matt Donahue, Managing Member of Mission Financial Planners, Satara Investors.

 

You'll learn the following:

 

How to differentiate your practice, generate more referrals, and enable you to gather more assets, and grow your business.

The pitfalls of self-insuring long-term care.

How to use webinars to generate leads. 

And more!

 

ABOUT

 

The Financial Institution Insurance Council is a consortium of the American Bankers Association, The North Carolina Bankers Association, and Stathis - Mittel Business Intelligence. The FIIC has assembled a leadership community focused on realizing the financial institution channel’s potential for fulfilling the Protection Needs of its clients.    Each month the FIIC holds best practice peer group virtual forums focused on Ideas, strategies, and initiatives as well as newly emergent topics focused on the various protection needs of clients.

 

Join the conversation on LinkedIn - https://www.linkedin.com/groups/9107753/