Session Description

The game of finance can be a mystery for clients and advisors alike. In this session, 15 year financial planner and sales trainer, MDRT member Paul Mollica will showcase simple and effective illustration tools and engagement techniques that you can use in your business immediately. Asking better questions of your clients and showing that you understand them is an underutilized and extremely powerful formula for success that everyone can easily master. When you are literally on the same page as your clients, great things will happen!


Biography

Paul Mollica, CFP, is a published author, business owner, speaker, trainer and three-year MDRT member with more than 15 years’ experience in the financial services profession. Mollica makes sense of money for consumers and professionals alike. He shares user-friendly information to help better understand and engage clients immediately. He is entertaining, informative and genuinely passionate about sharing his knowledge. Mollica regularly fills training rooms and professional development events, helping thousands to live their best possible life.

Wealthkey Pty Ltd
Nexus Building, Level 5
Northwest Business Park, 4 Columbia Court
Baulkham Hills, NSW 2153 Australia

Email: paul@wealthkey.com.au
Phone: +61 2 8883 4550
Website: www.paulmollica.com
Twitter: @Wealth_Key

Date and Time

Tuesday, June 14, 2016
3:30 - 5:00 p.m.

Audience

Global

Track

Retirement/Wealth Planning Strategies