Tips and Tools from Tom Hegna

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

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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