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Results: 7

Enhancing the client experience with behavioral finance

Pamela J. Sams, CRPC

Jun 28, 20234 min

Enhancing the client experience with behavioral finance

Sams offers tactics to better understand a client’s core values and how they process emotional decisions, so you can help counteract the fear and confusion that could be hindering them from attaining their goals. Learn to connect the dots between goals, values and advice to increase client confidence.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC; Pamela J. Sams, CRPC

Mar 22, 202262 min

How female advisors succeed (and help others do the same) — Part 2

MDRT Past Presidents Jennifer Borislow and Michelle Hoesly shed light on their own challenges and success, such as juggling building a business with raising a family, working with male clients, choosing a successor and more.
Innovative prospecting using technology and giving events

David C. Blake; Pamela J. Sams, CRPC; Nickolas Adam Cassis, BSc, CFP

May 14, 202160 min

Innovative prospecting using technology and giving events

David Blake and Pamela Sams share the out-of-the-box prospecting techniques, including social media marketing and philanthropic involvement, that they use to build their client bases.
Getting into their heads

Helen Jayne West, APFS; Pamela J. Sams, CRPC

May 1, 202310 min

Getting into their heads

Understand how clients think to help them make better decisions.
Standing out

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC; Pamela J. Sams, CRPC

Mar 9, 20235 min

Standing out

What makes you different from your competition?
Turn your raving clients into fans

Pamela J. Sams, CRPC

Jul 1, 20225 min

Turn your raving clients into fans

Sams shows how creative marketing can move clients to brag about you.

Pamela J. Sams, CRPC

Nov 11, 20215 min

Creating raving fans with creative marketing

Pamela Sams has found great success in her career by thinking outside of the box with marketing strategies to engage clients and attract prospects. She explains how to use social media to create buzz around your business and how to engage your clients in more effective ways that will lead to more referrals.