Session 4: Client Conversation Best Practices in a Volatile Market
Investors tend to invest based on emotion rather than logic. Join SILAC’s Andre Thompson who will interview Invesco’s Chris Mechem about best practices for maximizing client conversations, especially in a volatile market. Listen in to find out what best to say, and not say, to your clients based on Invesco’s proprietary research into client language and how best to connect with them. Chris will help you drive greater sales with simplified and actionable steps, including:
• The four “P’s” of client language
• The “MAIN” risk language
• Annuity conversations – what works and what to avoid
• Referrals- the 3 most common approaches most use that fail, and learning the proven personalized model
Chris MechemSenior Director, Strategic Accounts, Invesco US
Chris Mechem is Senior Director, Strategic Accounts at the global investment firm Invesco US. Reaching more than $1.3 billion in assets under management in 2022, Invesco focuses on impactful money management while building portfolios that exceed expectations and expand possibilities for financial professionals and their clients.