Transform Your Potential into Performance
(~7 min.) Jim walks you through how to fact find through the disability section of the fact finder with three key objectives: to understand their current coverage, to show them their current gap, and most importantly – to determine whether they are motivated to take action to address this need.
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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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