Listen in on how to approach the new rules with prospects.
How to manage the DOL Fiduciary Rule Disclosure forms, and how to best approach the conversation with prospects…
Most if us feel uneasy when discussing renumeration…. Mike and Brian cover how to best have the discussion around the new disclosure forms.
You’ll hear real-life examples and the main points you need to cover with clients and prospects, under the new DOL rules.
Call us at 1-888-556-1379…and to get the latest on the DOL.
