Finesse Your First Meeting
Turn prospects into clients (without sounding salesy). This self-paced online programme and process will improve financial adviser's communication skills in 3 steps.
Where are you now?
In Pursuit of Less but Better
Your Target Audience - thinking prompts
Phrases for your website
Assignment
Webinar
Cues (warmth & competency) checklist
How to politely screen people - part 1
How to politely screen people - part 2
Sample email: How to set up the call
Introductory call conversation flow
Menu of 22 questions
Suggested scripts for screening
Sample questionnaire
Sample emails: How to follow up the call
Assignment