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AIG – How To Tell The Story of A Great Investment Idea

October 26 @ 12:00 pm - 12:30 pm

Please join us for a lively discussion with Scott Tatum, Director at AllianceBernstein, as he presents “How To Tell The Story of A Great Investment Idea”.
During this session, Scott will review and discuss:

  • Tendencies clients have that prevent them from taking action
  • Six-step approach to help motivate clients to take action
  • Strategies to help Agents and Financial Advisors make more impactful recommendations