The System Top Planners Use to Turn Trust Into Consistent New Clients: Most financial planners see themselves as advisors, not salespeople, and that mindset is quietly capping their growth. This workshop reframes sales as service and gives you the system behind it: how to open a conversation with the right frame, ask questions that earn the right to solve a client's real problem, and handle pushback with confidence, without ever feeling salesy. Walk away with language and tools you can use in your very next client conversation, starting Monday. This is a two part series led by Ryan Jaten with Part 1 from 10:00-11:30AM, lunch on your own, followed by Part 2 from 12:30-2:00PM.