Knowing your client has never been more important in a fiduciary world.
Understanding your client has never been more difficult.
Building a relationship with clients requires knowledge and understanding of generational tendencies. An ability to communicate with younger clients requires skill, expertise, and a change in approach with each generation. Being prepared on how to talk with each prospect or client can be the difference between success and failure when securing new accounts for your firm.
Join us as we host Joe Ross from AIG to discuss how to make a lasting impact in your business by connecting with multiple generations.
Joe Ross serves as Vice President, Sales Productivity and Business Development, Life Insurance for AIG Life and Retirement (AIGLR). He's responsible for driving results through the sales team and independent distribution partners. Additionally, he develops and delivers sales concepts and strategies that maximize productivity, while improving overall core selling skills for agents, wire house financial advisors, Regional Vice Presidents, Strategic Account Managers and internal sales teams. He joined AIGLR in April of 2013.