26TOT-17A: Beyond the Digital Meeting to a Single Pane of Glass

How can you deliver consistent, efficient recommendations that are personalized and immediate for each client yet scalable and profitable for your practice? Heckert shares his step-by-step process for simplifying client data and discussions so that all parts of clients' financial lives are as integrated as possible, and engagement is optimized from initial prospect meetings to annual reviews. - Brian D. Heckert, CLU, ChFC