The cross-selling of life insurance, annuities and mutual funds happens easily and effortlessly when a few simple strategies and techniques are employed.
The high-net-worth household represents an enormous opportunity for ongoing high-margin business and has unlimited potential for financial professionals who are properly positioned. This program will provide you with the shortest, most efficient route to expanding your business exponentially.
Seminar Selling is a proven system for marketing and selling financial products and services. This program will enable you to establish trust effortlessly and create new lucrative business relationships. You will learn the secrets for filling the seats, delivering persuasive presentations and achieving your sales goals.
Client events are among the most effective ways to build and maintain strong client relationships and establish lucrative new referral business, regardless of market fluctuations. You will learn the fastest method for cloning your best clients and manifesting your business vision.