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- Available settings
- Online, On-Demand
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- Topic
- Sales & Practice Management
Growing Your Business: Closing Skills
Many individuals find change difficult and avoid making decisions that require changing behavior. This reticence often manifests in specific verbal behaviors that may mask their true feelings. This course introduces effective techniques for moving clients toward action in working with you as their advisor.

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.
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