The Heritage Institute

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EPISODE 4: How to enroll clients by utilizing a very special kind of conversation

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ENROLLING CLIENTS WITH THE ALIGNMENT CONVERSATION Rod Zeeb & Lori Coonen

In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Length: 38 minutes