Advisors sharpen their skills for doing business with boomer and older clients with Dick Ross. A featured speaker at national meetings Dick brings practical, down-to-earth business-getting ideas to every program.

Dick Has Been a Featured Speaker for these and other organizations

Dick’s programs focus on teaching advisors how to be more effective at deepening relationships, managing clients and increasing sales.

The programs consist of three key elements:

• Background information on how and why older adults differ from younger people in terms of changes in biology, psychology, and life experience.
  
  
• How those changes affect the sales process and specific actions an advisor can take to improve client relationships, manage clients and increase sales.
  
  
• A mini-coaching session in which advisors ask questions on issues they are concerned about with current clients and prospects. Not only does the advisor with the question get help but other advisors learn from the situation, as well.

Find out more about Dick’s programs. E-mail Dick.