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Paul Kingsman Live on Tuesday Aug 12th 

( Referral Language That Works In The Real World )


-- Join us Tuesday Aug 12th @ 1PM ET Click here to Register Now --

Registration

Please fill out the form below to receive your invitation to our webinar featuring Paul Kingsman and building block #1 to growing your business "Referral Language that Works in the real world."

--- We have [5] Spots left for Tuesday Aug 12th @ 1PM ET ---


Thank You For Your Registration

 We will email you the link for the webinar on Monday Aug 11th and send you a reminder on Tuesday Aug 12th. 







It’s time for us to address something. The way we used to ask for referrals just doesn’t cut it in today’s world. It’s time to talk about Referral Language that Works in the Modern and Real World.

Join us for a special live presentation with Paul Kingsman, author of The Distraction-Proof Advisor. After helping hundreds of financial advisors achieve new levels of success through his business management strategies and motivation, Paul has identified multiple things an advisor can implement in his or her practice to initiate immediate growth. In this live webinar, Paul is going to give us Referral Language that Works in the Modern and Real World.

Paul’s presentation will be immediately followed by a live Q&A moderated by published author and disruptive marketing incubator, Zachary Covert. You do not want to miss this opportunity to interact live, directly with Paul. Come prepared with your questions about practice growth. 

-- If Paul doesn’t have an answer, Covert will be prepared to make one up. Just Kidding...


Building Blocks for growing your business

Whether they like it or not, financial advisors are professional speakers. They earn their income, initially at least, through speaking. Especially during challenging times, there are opportunities for advisors to influence conversations with prospects and clients confidently. Instead of giving random responses, the most successful advisors draw upon insightful, helpful, repeatable mental scripts.

This Webinar is part 1 of 6 building blocks for growing your practice.

In Building Block #1, you’ll specifically learn: 

  • ​Effective referral language that works in the real world. 
  • ​How to work with your perfect number of clients sooner than you think. 
  • ​Language to help coach your most influential clients and keep you top of mind. 
  • ​How to become a great conversationalist.  
  • ​What to say instead of reverting to the Question of Death. 
  • ​To be confidently prepared with language to maximize every opportunity

Registration

Please fill out the form below to receive your invitation to our webinar featuring Paul Kingsman and building block #1 to growing your business "Referral Language that Works in the real world."

--- We have [5] Spots left for Tuesday Aug 12th @ 1PM ET ---


Thank You For Your Registration

 We will email you the link for the webinar on Monday Aug 11th and send you a reminder on Tuesday Aug 12th. 







CFD Companies is proud to be collaborating with Paul Kingsman.

About Paul Kingsman

Paul Kingsman, Ash Brokerage’s Practice Management Director, is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, use the contact form below.

Use the form below to reach out to Paul.


*Paul is Registered with Ash Brokerage.  Ash Brokerage is one of the largest insurance brokerages in the United States, with more than 400 employees nationwide.

About Zachary Covert

After building a digital marketing company that was acquired by a client under less than ideal circumstances, Zachary Covert hit a hard reset on his professional life. For the last ten years, Zachary has been working in different capacities in the financial services sector. Whatever the role, the goal has been the same: drag the finserv industry into alignment with modern marketing and communication strategies. 


About CFD Companies


CFD Companies is home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.  Contact Us with any questions you have for us at CFD Companies.

While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, reach out to us below

Discover more


More Paul Kingsman

Distraction-Proof advise from Paul.

Stop Using These 3 Communication Crutches

I’ve been speaking professionally for years and spoken in front of thousands and thousands of people, yet I never tire of watching other professional speakers present. You always learn something. 

Read More

Two More Communication Crutches to Avoid​

Recently I did a post about language to avoid, and you can click on the link in this post to get caught up and see what you should not be saying. Today, I’m covering two more common phrases.

Read More

Don’t Offer Second 

Opinions​

I was with a group two weeks ago, and this was raised. Several people came around as I mentioned what we used to say and, actually, what we didn’t say when I was advising in the group I worked with. We specifically told people...

Read More

Plan a Strong Finish​

Because it’s an Olympic year, I want to share how I prepared for my medal-winning swim and relate it to how you need to prepare for your meetings as advisors. My race was the men’s 200-meters backstroke.

Read More

Stop Just Touching Base​

Yesterday I spoke with an advisor looking for an idea to connect with clients briefly, while not having much to say. He wants to be top of mind because he knows they have a number of social events coming up...

Read More

Developing New Professional Referral relationships​

Do you want to make a strong first impression on a professional referral partner? Here’s a great way to do that.

Read More


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Ready to Grow With a Team That Has Your Back?

Fill out the form below so we can get to know you and your business — Zachary Covert, Director of Business Development.

Start Your Journey