For many advisors, prospects are the easy part. Existing clients are where the conversation gets harder.

This session is built for that moment.

The moment a client asks, “Why now?”
Or, “What exactly changes here?”
Or, “Why would I pay for this?”

Join Samuel Cahoon and Danae Husary for a practical session on the talk tracks, objections, and follow-up language that help advisors explain the value clearly, position Pontera as a more complete service, and help clients get connected with confidence.

Stay live and get the client conversation handbook, a practical guide with sample language, objection handling, and follow-up copy you can use right away.

What you'll learn

Walk away with language you can actually use.

How top advisors position Pontera for current clients

• How to explain it as a new capability, not just another tool

• What to say when the fee question comes up

• How to answer common security and connection questions clearly

• How to move from meeting to follow-up to connection

Why attend

This session is built for advisors who want to:

• deliver a more complete planning experience

• bring workplace retirement accounts into the conversation more naturally

• communicate the value with more confidence

• reduce friction in client adoption

Ready to make Pontera easier to explain and easier to adopt?

Bring one client conversation to mind. Leave with better language for it.