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Making the Client Connection

Date: March 6, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Chris Venn, Partner, The Legacy Companies

Host: Timothy J. Belber, JD, AEP, PPI Dean of Fusion

Powerful client connections are the difference between lasting, successful business relationships, or an empty meeting room. Your expertise is important, but it takes more than that to truly connect with clients – it takes a powerful personal experience.  Join PPI Dean of Fusion Tim Belber in a conversation with Chris Venn of The Legacy Company to explore how to enrich your client interactions.

Introduction to Our Guests Speaker

Chris Venn is a Partner at The Legacy Companies – the Boston-based consulting firm that helps advisors have transformative relationships with wealth holders.

Before entering business almost 20 years ago, Chris was trained by former members of the British SAS to protect heads of state, royalty and other high-ranking individuals who were at great risk. At the core of that work was the recognition that success invariably requires a different kind of skill-set and a different kind of mindset; this applies equally well in business.

Combining the discipline and experiences of startups, growth, acquisitions, business sales and franchising of his own firms has given him a solid grounding that is practical, actionable, and focused on success. Chris has spent the last eight years working exclusively with top financial advisors who want to create powerful, meaningful, lasting client relationships. He is our marketing practice leader at Legacy and works with advisors on a daily basis to help them completely transcend traditional competitive offerings.

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Teleconferences & Webinars

Tuesday, March 6th 
Noon ET (60 Minutes)
Making the Client Connection
Chris Venn, Partner, The Legacy Companies

Tuesday, March 13th
Noon ET (60 Minutes)
Cultural Diversity Series: Honor Culture
Isabel Miranda,  Elaine King, Jerry McNabb, Mariana Martinez

Tuesday, March 20th 
Noon ET (60 Minutes)
Generational Views on Cyber-Security
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, March 27th
Noon ET (60 Minutes)
College-Age Millennials and Money: A Deeply Personal Relationship
Richard Orlando, President, Legacy Capitals, LLC

By | 2018-03-01T08:32:28+00:00 February 28th, 2018|Leadership, Coaching & Growth, The Business of the Practice|