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- Because your clients want to pursue their passion beyond their profession, and because financial advisors have direct access to a client’s dreams, you are uniquely positioned to be “transformational” rather than “transactional” in your practice. You can encourage your clients to think beyond money to the eternal impact they want to make in this life. This session shares how to help clients pursue their dreams of significance by learning how to ask the right questions and have the right conversations. Confidence in this practice creates an opportunity to improve your client retention and to earn the trust of prospective clients.
About the Speaker
Sanford Coggins
VisionWise CapitalBefore founding VisionWise Capital, Sanford Coggins served as Vice President, Wealth Management Advisory at Merrill Lynch & Co. During his 16-year tenure, he managed more than $100 million in client assets and liabilities and co-developed a three-year, $77 million pilot project creating financial opportunities for the region's ethnically diverse communities that grew to become a $515 million program throughout the state of California. He earned his B.A. at the University of Texas at Austin. He and his wife of 26 years live in Orange County, CA and have three adult children.
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