Episode 23: Bill Whitley on How to Navigate the Discovery Conversation with Customers

This week, we welcomed Bill Whitley back to the Club Capital Leadership Podcast for our first ever video- recorded episode. 

Bill Whitley is a nationally recognized speaker, author, and consultant. He gained his wealth of knowledge and master storytelling abilities through his own experience as a top sales executive. He founded The Risk Advisor Institute over a decade ago and has since been helping multi-line agents across the country grow to the next level at a pace they never imagined!

In this episode, Bill walks us through the "Your World" conversation, which is a discovery conversation he has with his clients. Even better, he shows us how he has transitioned these conversations virtually. 

Have you been looking for a way to better connect with your clients during COVID-19? Well, this is it! 

Listen up as Bill walks you through word tracks AND shows you exactly how to have "your world" conversations with YOUR clients! 

BONUS: Watch our https://www.youtube.com/watch?v=usVgpi-fR9o&feature=youtu.be (video recording) to see the tool that Bill uses with his clients to help them visualize and navigate their potential risks. 

Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials) 

Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) 

Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) 

Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) 

Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

This week, we welcomed Bill Whitley back to the Club Capital Leadership Podcast for our first ever video- recorded episode. 

Bill Whitley is a nationally recognized speaker, author, and consultant. He gained his wealth of knowledge and master storytelling abilities through his own experience as a top sales executive. He founded The Risk Advisor Institute over a decade ago and has since been helping multi-line agents across the country grow to the next level at a pace they never imagined!

In this episode, Bill walks us through the "Your World" conversation, which is a discovery conversation he has with his clients. Even better, he shows us how he has transitioned these conversations virtually. 

Have you been looking for a way to better connect with your clients during COVID-19? Well, this is it! 

Listen up as Bill walks you through word tracks AND shows you exactly how to have "your world" conversations with YOUR clients! 

BONUS: Watch our video recording to see the tool that Bill uses with his clients to help them visualize and navigate their potential risks. 

Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials) 

Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) 

Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) 

Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) 

Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)