Episode 9: 2020's best sales ideas
Feb 12, 2021 ·
21m 49s
2020 was an unprecedented year of upheaval in our personal and professional lives. But amidst regulatory and social change, new financial planning opportunities also emerged. Jenna Washatka joins the show...
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2020 was an unprecedented year of upheaval in our personal and professional lives. But amidst regulatory and social change, new financial planning opportunities also emerged.
Jenna Washatka joins the show in this episode to discuss the best sales ideas that real financial professionals used after consulting with Ohio National’s Advanced Planning team and how they were able to not only better position their clients’ financial plans, but also deepen client relationships.
To learn more, contact the Advanced Planning team at 877.665.2468 or advplanning@ohionational.com. Their webinar about 2020’s best sales ideas is also available on ON-Net at http://ohionational.eduops.com/pub/id/28252.
show less
Jenna Washatka joins the show in this episode to discuss the best sales ideas that real financial professionals used after consulting with Ohio National’s Advanced Planning team and how they were able to not only better position their clients’ financial plans, but also deepen client relationships.
To learn more, contact the Advanced Planning team at 877.665.2468 or advplanning@ohionational.com. Their webinar about 2020’s best sales ideas is also available on ON-Net at http://ohionational.eduops.com/pub/id/28252.
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