When you are asking a client to adjust their plan, add new products, or even hire you as an advisor, you’re asking them to make a change. In some cases, it’s a small change. In others, the change can be substantial.
There are only 3 reasons why people are compelled to make and commit to change. Do you know what they are?
Understanding the psychology behind a person’s willingness to make changes will help you qualify whether they are interested in learning or motivated to make changes.
Who should attend: Agents and advisors of all levels. If you’re trying to grow and expand your book, or you’re looking to guide your clients to make changes and adjustments, this is a webinar for you.
Eric brings decades of experience in breaking down client motivations and building actionable frameworks for success. His hands-on approach ensures you’re not just learning—you’re applying what works.
With nearly 20 years in annuities and life insurance, Tyrell brings deep expertise in sales, marketing, and business growth. From his family’s planning firm to national IMOs, he’s built a career around holistic retirement strategies that actually work.
Don’t miss your chance to help clients expect the unexpected.Â
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