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Results: 7

Shane E. Westhoelter, AEP, CLU

Sep 26, 2017

Clients want quality life planning

Shane Westhoelter focuses on how to position yourself differently than other advisors. He stresses the importance of adding value in life planning so clients can live a life with dignity until they die with no financial stress. Westhoelter helps advisors understand they need to stop taking about "retirement" and start talking about "quality of life."
What words to use — and not use — to build client trust image

Shane E. Westhoelter, AEP, CLU

Jun 12, 2024

What words to use — and not use — to build client trust

Before you can focus on phrases that lead to clients moving forward with your recommendations, you need to communicate in a manner that generates trust. Westhoelter explains how your words can create a relationship that leads to client buy-in and the willingness to take action. 

Shane E. Westhoelter, AEP, CLU

Oct 23, 20205 min

Knowing the words that work with clients -- and the ones that don't

Stop selling insurance and financial services, and start providing dignity to clients and see your sales skyrocket. Westhoelter has grown his practice to the point where people call him to ask how they can become clients. In this session, learn how to change your marketing so prospects will do the same for you. Westhoelter shares universal ideas about the way he markets, the words he uses and the presentations he gives.

Shane E. Westhoelter, AEP, CLU

Oct 8, 202035 min

Dignity planning: How to have clients call you

Stop selling insurance and financial services, and start providing dignity to clients and see your sales skyrocket. Westhoelter has grown his practice to the point where people call him to ask how they can become clients. In this session, learn how to change your marketing so prospects will do the same for you. Westhoelter shares universal ideas about the way he markets, the words he uses and the presentations he gives.
Making beautiful music together

Harpreet Singh Atwal, Dip FA, BSc (Hons); Vinny Dallo, ChFC, CLU; Sofia Dumansky, MBA, LUTCF; Joffrey A. Smith, MBA, CFP; Shane E. Westhoelter, AEP, CLU

May 1, 202514 min

Making beautiful music together

MDRT members develop strategies to create camaraderie and invest in office staff.

Shane E. Westhoelter, AEP, CLU

Aug 21, 20207 min

Dignity planning: How to have clients call you

Stop selling insurance and financial services, and start providing dignity to clients and see your sales skyrocket. Westhoelter has grown his practice to the point where people call him to ask how they can become clients. In this session, learn how to change your marketing so prospects will do the same for you. Westhoelter shares universal ideas about the way he markets, the words he uses and the presentations he gives.

Shane E. Westhoelter, AEP, CLU

Aug 17, 20202 min

Dignity planning

Focus on providing quality of life, not selling products.