Course

Module 46

(~11 min.) You only get one opportunity to make a first impression. This module brings clarity to the things you must be doing consistently in every new client meeting to ensure your first 10 minutes are a strong start to your relationship.

3 Lessons

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Download Trainer’s Discussion Guide

The Trainer’s Discussion Guide is for trainers only, not advisors. Download and use this discussion guide in your advisor meetings to go over past assignments, create discussion on the training, role play and assign new “homework.”




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