SkillBuilder Video Collection: Deluxe Discovery
This collection of video lessons will provide you with sample scripting and helpful tips that will assist in growing your advisory business.
This collection of videos provides talking points and sample scripting related to:
- Asking Questions with a Purpose
- Conduct Great Client Meetings
- Creating Fact, Concern, & Consequence Questions
- Discovering Values Around Wealth
- Insurance Discovery & Demonstration
- Investment Discovery & Demonstration
- Pre-Call Planning for Client Meetings
- Qualifying Conversations
- Retirement Discovery & Demonstration
For corporate pricing, please contact Will Cochran at 706-353-3346.