This entire collection of 22 video lessons will provide you with sample scripting and helpful tips that will assist in growing your advisory business.

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What's Included

This collection of videos provides talking points and sample scripting related to:

• Annual Client Review
• Asking Questions with a Purpose
• Branding to Prospects & Current Clients
• Building Your Client Experience
• Conduct Great Client Meetings
• Creating Fact, Concern, & Consequence Questions
• Discovering Values Around Wealth
• Educating Referral Sources
• Insurance Discovery & Demonstration
• Gap Analysis
• Introductions from Business Partners
• Investment Discovery & Demonstration
• Managing a Large Book
• Pre-Call Planning for Client Meetings
• Pre-Planned Presentations
• Qualifying Conversations
• Relationship Review
• Retirement Discovery & Demonstration

For corporate pricing, please contact Natalie Kerns at 706-389.7670.