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    • About Us
    • Team
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    • Testimonials
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    • Book Bill
  • Training
    • Virtual Learning Workshops >
      • The Virtual Sales Kickoff
      • The Four Steps for New Business Now
      • Energy is the New Time
    • Financial Sales Training >
      • Insurance
      • Wealth Management
      • Retirement
      • Banking
    • Commercial Sales Training
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    • Sales Coaching
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Blog

Insights from the field of Selling

Covid-19 and The High Net Worth Individual: An Executive Briefing with Bill Walton and Brent Herspiegel

8/17/2020

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Most business developers in financial services have been in a state of disillusionment as the Covid-19 pandemic has gripped the world. This crisis has taken a huge human and economic toll as large swathes of the global economy become unviable.  While more able to weather short term market volatility, the wealthy have their own set of challenges and risks... 

And that represents opportunities and vulnerabilities for Private Client Advisors.  So join me on Thursday August 27th at 1pm with my special guest Brent Herspiegel - Entrepreneur, President of Herspiegel Consulting and avid car collector as we discuss 5 conversations HNWIs want to have right now. In this free executive briefing you'll learn:
  • What HNWIs are actually thinking about when it comes to their wealth
  • The re-emergence of social impact investing
  • Why most Family Offices are vulnerable to ransomeware hacks
  • The real thinking around fees
  • The need to create more engaging digital client experiences 
 Selling to HNWIs has got to about more than just returns and we will be making recommendations as to what Private Client Advisors can do to hone their approach. Click here for details. 

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    Bill Walton Sales Training has over 60  years of collective Fortune 500 company experience in Sales, Sales Training and Field Sales Management. Our specialty is preparing individuals and organizations to present their value propositions in a way that results in higher close ratios. Our team are un-blurring the lines of differentiation between their client's fiercest competitors.

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