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Aleen M. Swofford, CLU, ChFC
Aleen M. Swofford, CLU, ChFC
in Top of the Table Annual MeetingFeb 5, 2021

Client connections: It's the experience that resonates

From “peanut butter” analogies to simulated surgical operations, you will learn how emotionally connecting with your clients, through shared experiences, creates relationships that can weather any financial environment. Swofford explains how she acquires and retains clients with the help of her dog, Zoom bingo, lemon cookies, socks, jackets, Harleys and more.
Communication techniques
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Author(s):

Aleen M. Swofford, CLU, ChFC

Aleen M. Swofford, CLU, ChFC