Course

Module 44

(~11 min.) Did you know that you have approximately 10 minutes to shape the direction of the first meeting with a prospective client? This video gives you several tactics to help ensure you start strong in every first meeting.

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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