How to Convert Prospects to Clients

Product not yet rated

Recorded On: 05/07/2019

Are you talking to plenty of prospects but not converting as many as you would like to clients? Are you ready to start a thriving divorce financial planning practice but uncomfortable quoting your fee? Does “sales” make you squirm in your chair? Then it is time to take the discomfort out of your initial consultation and feel confident in your approach with prospective clients. Join us for a high-energy session discussing common sales mistakes to avoid, initial consultation meeting structures that work, and sales tips that are effective with today’s clients.

Ben Feldmeyer

CFP, CDFA, CLTC

As President of Feldmeyer Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Ben has spent his career helping families have confidence in the financial decisions they make.  After finishing his BSBA in Finance from The Ohio State University, Ben went on to receive his Master’s Degree from Central Michigan University.  He has been a part of the Ameriprise Circle of Success every year from 1997 to date, including becoming an Ameriprise Diamond Ring Inductee in 2007 and was inducted into the Ameriprise Hall of Fame in 2021.  Ben is also on the IDFA National Board of Advisors and has been doing divorce financial planning work for the last 8 years.

Alyssa Feldmeyer Miller

CDFA®, CDC

From a young age Alyssa has had a passion for finance, starting work at the family practice, Feldmeyer Financial Group, at the age of 15.  After finishing both a BSBA in International Business and a BA in Spanish Language from The Ohio State University, Alyssa decided to break away from the family practice and venture into the corporate world.  Years later, after starting a family of her own, Alyssa decided to rejoin the family practice.  Since 2018, she has been exclusively handling all divorce cases for the practice, and in 2020 she spearheaded the creation of Ben and Alyssa’s divorce consulting company, Alternative Divorce Solutions, to separate the financial planning practice and the divorce consulting work.

Key:

Complete
Failed
Available
Locked
How to Convert Prospects to Clients
Recorded 05/07/2019
Recorded 05/07/2019
CE Credit and Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available You must watch the session recording for a minimum of 50 minutes to receive CDFA CE credit.