High-net-worth clients seek consultants who provide comprehensive strategies and a strong business vision, rather than just policy salespeople. Morales Sanchez discusses how he transformed his self-perception, built a high-performance team and forged strategic alliances, enabling him to access corporate prospects and higher-level clients. Discover how to differentiate yourself, present your practice as a company and build trusting relationships that elevate your business.
Carlos Edgar Morales Sanchez is the CEO and founder of Consultoría 11A, a company specializing in comprehensive strategies for personal retirement plans, life and health insurance. With a decade of experience in the financial industry, Morales Sanchez has stood out for his remarkable performance, winning international conventions from Prudential Seguros México and positioning himself as a speaker on wealth planning. He is currently pursuing the FSCP certification at The American College of Financial Services.
