Sandro Forte at Osaic ConnectED 2023

Sandro Forte will present on Monday, October 23. Learn tips, best practices, and proven techniques that can help you maximize client relationships and build your business.

Get a sneak peak of Sandro's session

 


Creating a World Class Client Experience

Monday, Oct 23 | 3:30 - 4:20 p.m. | Location - 121 C

Sandro will focus on the key steps to exponential growth within your practice, including:

  • The 'Killer Question': How to understand each client's expectations and create a bespoke proposition.                   
     
  • How to get more business from each existing client review meeting.                   
     
  • How to upsell, down-sell and cross-sell.                   
     
  • How to create an experience which leads to reputational excellence, increases brand awareness, and builds greater business value.                   
     

Don't miss Sandro's session

Add to Your Calendar

Meet Security Benefit

We'd love to visit with you onsite. We will be available in booth 1055 to discuss additional opportunities to help your clients To and Through Retirement®.


Meet Sandro Forte

Sandro Forte,  Top Financial Advisor | Professional Speaker | Author

Dynamic | Innovative | Creative                   

Sandro Forte is a Certified Speaking Professional and one of the United Kingdom’s most recognized advisers, with more than 40 industry awards to his name, including Top UK adviser. He represents the interests of some of the UK's wealthiest and highest profile sports stars, celebrities, and business owners, with all new inquires coming through personal introduction from existing clients or other professionals. He is also the author of the best-selling book Dare To Be Different

 

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

SB-10038-88 | 2023 2023-09-29