Simon Singer, CFP®, CAP®

Focus Sessions

Simon Singer, CFP®, CAP® is a 36-year MDRT member with 13 Court of the Table qualifications and 33 Top of the Table honors. Singer is the founder of The Advisor Consulting Group, a firm designed to provide financial and estate planning assistance to clients of high-end CPA and law firms. These firms specialize in executive/owner compensation and zero estate tax planning for wealthy individuals and closely-held businesses.

The Psychology of Converting Prospects to Clients

Language: English

Over the last 50 years, Singer believes the financial services industry has spent too much time focusing on the illustration as opposed to focusing on the client — their goals and objectives, their wants needs and desires. In this session, Singer shares what questions, statements and observations you can use to answer objections in a way that keeps the engagement moving forward. He also discusses the power of active listening — which is more than just being quiet — and the importance of detailed, prioritized goals and objectives.