How to conduct intelligent, efficient, and organized Discovery Meetings that can change the trajectory of your sales presentation
4 things You will learn When You attend this Workshop:
How to assemble an effective discussion that highlights how the client makes decisions throughout their investment career.
How to identify and prioritize what is most important to the client.
Establishing a “peer to peer” level of authority and expertise to properly set the tone for a sales presentation and potential negotiation environment.
The art of bending the probability of success in your favor.