Discovery MEETING Workshop
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.  
Seats are limited, so register now!
August 25th, 2022 @ 2:00 PM EST
VIRTUAL EVENT - OVER ZOOM
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