Webinar: Leave No Prospect Behind! by CreativeOne

About This Webinar

The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

When it came to Lead Nurturing & Conversion, Brent dove deep and shared what he was doing that’s working, his pandemic practices, how he's finding new clients and more importantly, how he gets noticed in a world inundated with financial professionals.

Join us as we catch up with Brent to talk in more details about the tactics and tools that make him the success that he is.

You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.

Agenda

Maintaining contact post-webinar/seminar.
Important process points for continuity and consistency.
Brent's approaches to client engagement.

Presenters

The Essentials

The Essentials: An Advisor Idea Exchange

Each session is led by top advisors from coast to coast. And we’re not kidding when we say “top advisors.” This event boasts more than $1 billion in non-AUM production alone, so yeah, they know their stuff.

Brent Ford

Founder ~ Benefit Resource Partners

Brent Ford knows everyone deserves wealth management advice they can trust.

Three years ago, when he began to build his practice from the ground up, Brent decided to focus on men and women who need help retiring from the federal government. He also works with Union members and other underserved markets. In addition to acting as a fiduciary for his clients, Brent has become a true thought-leader in the field, authoring articles in Forbes and FOX Business. He also produces his own radio show.

Brent lives in Chippewa Falls, Wisconsin, where he also has served as a city councilman. When he’s not at work, continuing to add staff and support the growth of his firm, he enjoys spending time with his wife and kids.

Dennis Mattern

VP ~ Training & Development

As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.