One of the brightest minds in the financial industry Tom Hegna joins this month’s Real Wealth webinar to share tips, tools, and more that have been developed and refined over his decades in the industry. For one of the tools, Tom brings special guest Erik Sussman to share an innovative program to help close leads and maintain clients, all in one!
Key Takeaways:
- Tips on the best ways to help clients build wealth
- Tom’s secret to success and how to avoid pitfalls along the way
- Learn about a retirement planning tool for better prospecting
Share this session:
- Contact us for permission to share this session with a first-timer or a study group
Helpful Resources:
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- Download Tom Hegna’s slides!
- Download Erik Sussman’s slides!
- To schedule a 1:1 conversation with Erik to learn more about the Retirement Score System, click here!
- For an extra resource slice, if you’re looking to buy Tom’s books, webinars, or any other resources on the tomhegna.com site, use the coupon REALWEALTH at checkout for 20% off!
- Check out Who Wants To Be A Millionaire, one of Tom’s books!
- For more info from the Tom Hegna team, call 1-885-TOMHEGNA or email support@tomhegna.com
- Share the US Debt Clock with your clients to drive home the importance of financial decisions
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?
“Great session by Tom Hegna. I’m going to revise my elevator pitch.” – Sanjay Arora
“I’m going to utilize Erik’s program.” – Michael Garrity
“Helping people see the vision in a different way for building wealth” – Tonya White
“Refirement and ‘Don’t burn bridges.'” – Robert Priganc
“I’m going to use Tom’s website more.” – Robert Van Slyke