Rich Stieger (November 1)
Date: November 1, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Rich Stieger (BridgeForce Advisor)
Tri City Financial Group Inc.
CE Credit(s): 0 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 875 4377 5585
Passcode: 103990
* Please ensure that your Zoom profile contains your email address in order to receive CE Credits. No exceptions.
Agenda:
9:30 – 9:45 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
9:45 – 11:15 am
- Rich Stieger | Tri City Financial Group
- The Success Plan and Success Plan CRM
- Prospecting with Value coupled with creative ways to warm up a prospect prior to meeting them
- How to get families involved with your service
- Learning the way to Maximize your results with each and every client
- Stay organized and in sync with your clients
Rich Stieger
Rich Stieger is a Canadian Entrepreneur, an expert at sales, and possesses an unshakable desire to make a difference.
Rich has been successful in placing hundreds of Life and Living Benefits cases with the families he serves, but now controls most of his time working with Advisors and developing new systems and process to better serve families. These efforts are directly impacting the financial services sector.
Rich is passionate about educating middle income families and Advisor alike by ensuring they achieve financial wellness and reach new levels of success…
Over the years Rich has grown his skills and earned the respect of industry peers by continuing to perfect the systems and processes required to be successful in working with families. Some of these include, prospecting, presenting, objection handling and more.
Rich is currently the CEO of Tri City Financial Group Inc, and The Success Plan Inc.
Upcoming “Wake UP with BridgeForce” Guests
- November 8: Mike Liem | CPP / Foresters
- November 15: Andrea Saffrey-Lewis | Sun Life
- November 22: Dan D’Silva | Manulife
- November 29: Jamie Kendrick | RBC
- December 6: Meghan Pauline | BMO
- December 13: David Hutchison | Equitable Life
- December 20: Year-end BridgeForce Advisor Forum
- December 27: No Wake UP with BridgeForce