Aleen M. Swofford, CLU, ChFC

TOT Speaks

Client Connections: It's the Experience that Resonates

From “peanut butter” analogies to simulated surgical operations, you will learn how emotionally connecting with your clients, through shared experiences, creates relationships that can weather any financial environment. Swofford explains how she acquires and retains clients with the help of her dog, Zoom bingo, lemon cookies, socks, jackets, Harleys and more.

Aleen M. Swofford, CLU, ChFC, is a 32-year MDRT member with seven Court of the Table and 11 Top of the Table qualifications and an Excalibur Knight of the MDRT Foundation. The president of Prosperity Partners Wealth Management, Swofford attained her Ph.D. at 23, was named University of Nebraska’s women’s athletics director at 27 and owned her own manufacturing company by 30, all before her passion career for life: helping clients build custom family financial plans.