Skip to content
  • Available settings
    Online, On-Demand
  • Topic
    Sales & Practice Management
Skill Builder Closing Skills


About This Course

At a certain point in your client conversations, you have built a relationship with clients, facilitated various discussions about the value you and your firm can provide, and used bridging techniques to come to a consensus with clients during your presentations. Closing flows naturally from an effective presentation if you have properly determined the clients’ financial needs and offered relevant solutions.

This course provides you:

  • Tips and advice on using effective closing techniques
  • Descriptions of common objections clients may have
  • Tactics for managing clients’ objections
  • Sample scripts you can use to build your own effective closes

This course is approximately 25 minutes in length.

Related Programs

Sales & Practice Management

Growing Your Business

Offers wealth management professionals updated strategies for client retention, expansion, and acquisition. It covers practice management, client communication skills, technology integration, and business development planning, emphasizing practical application to enhance advisors' expertise and client service.

Wealth Planning

Growing Your Business: Presentation Skills

Planning is essential for successful client presentations. Clients feel more comfortable with professionals who clearly prepare for and are organized during presentations. This course introduces effective techniques and guidelines for making client presentations.