NEMA REGION: NH Local Group

NEMA REGION: New Hampshire Local Group presents Business Development Without the Salesy Feeling: A Practical Framework for Financial Advisors

For more information, visit the New Hampshire Local Group Community Page.

Presenter: Alison Lamothe, Sandler Sales Training

In-person with virtual option

Program Information:
Growing your advisory practice shouldn’t feel stressful or forced. However, many financial advisors struggle with finding new clients and turning first conversations into new business. In this interactive, discussion-based session, Alison Lamothe will share a simple, practical framework for business development that helps advisors run better first meetings, uncover real client motivation, and create more consistent growth without relying on pressure or scripts that don’t feel authentic.

NAPFA CEs only