Skill Builder eLearning: Dynamic Discovery
This 20-30 minute eLearning refresher lesson extends our Growing Your Business program. This interactive module provides reinforcement of discovery concepts and offers expert commentary from our own subject matter experts. Learners will hear audio clips from Cannon facilitators throughout the series as they offer their insights and tips designed to help participants put our proven tactics into practice.
- Common financial issues your clients may raise during interviews
- Types of questions that can uncover client issues
- Sample interview questions to identify client issues
- A framework for an effective Discovery interview
- Audio Tips from Cannon Financial Institute experts