Wednesday, May 15

Wisdom Wednesday | Dynamic DISC Profiling: Real-time Client Understanding

Master client relations! Learn behavior styles, communication, and tactics from Eric Forrestal.

By Luminate Home Loans, Inc

Date and time

Wednesday, May 15 · 11:30am - 1:30pm CDT

Location

R&R Insurance Services, Inc.

N14 W23900 Stone Ridge Dr Waukesha, WI 53188

Agenda

11:30 AM - 11:45 AM

Registration

Please arrive by 11:30 am sharp to ensure that you are checked in properly.

11:45 AM - 12:00 PM

Lunch Served

Lunch will be served promptly at 11:45 am.

12:00 PM - 1:00 PM

Dynamic DISC Profiling: Real-time Client Understanding with Eric Forrestal

Eric Forrestal

With over 20 years of experience creating powerful, productive and long lasting cultures within the workforce, Eric has narrowed down the key dynamics it takes to correct, create or grow an organizat...

1:00 PM - 1:30 PM

Q & A , Networking

About this event

2 hours

How to Make Every Client Your Favorite

Make every client your favorite client by understanding their behavior styles to make communication easier for you and them. This presentation will increase your closing percentage whether you are a seasoned pro or just starting out. Learn key impulse factors, closing techniques and what your client needs to hear!

In this event, we'll cover a range of topics including effective communication, understanding client needs, and exceeding expectations. You'll walk away with practical tips and strategies that you can start implementing right away. Don't miss out on this opportunity to take your client relationships to the next level!

Whether you're a freelancer, entrepreneur, or small business owner, this event is perfect for anyone looking to improve their client management skills. Network with like-minded professionals and gain valuable insights from industry experts.

We’re excited to host this event with several key sponsors in the beautiful R&R Services, Inc. Lunch will be served at 11:45 and program will start at 12 Noon sharp. The presentation will be done by 1 PM but we will have a Q & A and networking to follow for those who can stick around. You'll be out and on with your day by 1:30 PM at the latest; likely sooner! Lunch will be served at 11:45 with Eric Forrestal presenting at 12 Noon sharp. The presentation will be done by 1 PM but we will have a Q & A and networking to follow for those who can stick around. You'll be out and on with your day by 1:30 PM at the latest; likely sooner!

Some will, most won't. We want to be the some!

Luminate Home Loans, Inc. NMLS#150953. Corporate Headquarters 2523 S Wayzata Blvd Suite 200, Minneapolis, MN 55405. This advertisement does not constitute a loan approval or loan commitment. Loan approval and/or loan commitment is subject to final underwriting review and approval. https://www.goluminate.com/company-licenses

Organized by

Luminate Home Loans, Inc

Luminate Home Loan's mission and commitment to you is dedicated to facilitating the dream of homeownership by providing you with World Class Service.

So whether you are a first-time homebuyer, a seasoned real estate investor or one of the many industry professionals who serve them, our staff knows what it is like to be in your shoes and we strive hard never to forget that feeling.

We will earn your trust by communicating to you the information need to know, when you need to know it and by offering the right mortgage for each buyer's unique financial picture at a competitive and fair price.