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  • How I landed the biggest case I've ever written

Sep 28 2024 / Top of the Table Annual Meeting

How I landed the biggest case I've ever written

Find out how to identify opportunities in the high-net-worth market and communicate effectively with these in-demand clients. Forte shares how his tips can help you get new clients to understand the benefits of — and commit to — mega-premium insurance coverage and single premium investments. 

Topics Covered

Client service Prospecting

Featured in this video

Alessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 88 countries, is the author of the international bestseller “Dare to be Different,” which is published in eight languages. He is currently Vice President of the MDRT Foundation and has helped raise more than USD 24 million for numerous charities.