Buy Income, Chase Alpha, and Create More Liquidity Than You Ever Thought Possible!

Every financial professional is looking for the magic sauce that gives them the edge on securing more successful client relationships. We will discuss a process that takes the initial meeting from “Hello to Close” in one meeting. This requires a discussion that is more about your questions and less about you talking. Finding the emotional connection that is felt by the prospective client is the first step to securing a favorable outcome, the second is to help the client identify their fears while understanding their risks. You won’t want to miss this session with international speaker and RICP American College Adjunct Professor, Curtis Cloke.

Key Takeaways:

  • Gain more impactful language to close sales with clients
  • The power of honing empathetic skills
  • How to manage your clients’ fear of risk versus reward

Share this session:

  • Contact us for permission to share this session with a first-timer or a study group

Helpful Resources:

  • Download the slides from this session!
  • Up your retirement planning game! Sign up for Curtis’s ThriveU bootcamp September 10-12 in Fort Wayne, IN by calling Ash and the retirement team at 800-589-3000
  • If you’re interested in Curtis’s retirement planning software or have other questions for him, give him a call at 515-298-4748
  • Check out a sample PDF of Curtis’s 18 Risks booklet, then call his office at 515-298-4748 to buy in increments of 25 or 100!
  • Haven’t seen The Baby Boomer Dilemma? Watch it at a discount thanks to Curtis! Go to and use the code THRIVE in all caps at checkout

What Advisors Think of this Session

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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Asking questions at initial meeting for compatibility.” – Javier Perez

“Have more confidence in the plans that I create and offer through the use of Indexed Annuities with Lifetime Incomes.” – Joanna Dellosa

“Buy Income, Free Hostage money and chase Alpha. Great Job. Everyone can find something which helps them in their practices by attending these sessions.” – Joe Swiderski

“Guaranteed income and helping people retire.” – Larry Kaufman

“The discussion on Influence.” – Mark Schumacher

“Learn thru Joint work.” – Henry McFadden