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Episode 23: Bill Whitley on How to Navigate the Discovery Conversation with Customers
Episode 239th September 2020 • Above The Business • Bradley Hamner
00:00:00 00:37:56

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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) 




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