Course

Module 47

(~13 min.) Learn how to deliver an effective discovery agreement, consolidating an hour+ meeting into a clear, concise and compelling summary. It helps ensure you and your prospect are crystal clear on what happens next, and it creates a sense of urgency and desire to move forward.

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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