What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Apr 8 EDT (almost 2 years ago)
Region All
Details

In the midst of our ever-changing industry, distractions abound. Whether it’s uncertainty about the political and economic climate, new regulations, or client expectations, distractions can rob you of your valuable time, energy, and emotion. They can easily derail you from performing at your best and building the business you want.

Combining his experience of training for 13 years for a 2-minute swimming event to win an Olympic medal by only 4/100ths of a second, along with his hands-on experience as a financial advisor, Paul Kingsman will teach you how to effectively develop and apply the principles and processes needed to create a distraction-proof business and succeed in a highly competitive environment.

Specifically, you’ll hear and see:
• Effective referral language that works in the real world
• Sample email scripts that help build centers of influence and great referral partners
• How to work with your perfect number of clients sooner than you think (Hint: By being ruthlessly clinical, yet wonderfully relational!)
• Metrics to measure what matter most (What we measured that allowed us to double our business)

You will also learn how to:
• Keep your long-term dreams relevant to everyday activities
• Make deadlines work for you to get clarity about what to do next
• Use powerful planning tools to stay focused in your daily practice
• Be confidently prepared with language and processes to maximize every opportunity

Speakers

2020 Speaker

Paul Kingsman
National Director of Practice Management, Ash Brokerage

Sponsors & Partners

2020 Partners

• Mass Mutual
• Principal
• StateFarm
• Thrivent Financial
• Lincoln Financial Group
• ASH Brokerage
• American Cancer Society
• Coventry
• Covisum
• Guardian