Course Overview
This workshop will help you appreciate the importance of purpose on a daily basis and the effect that your mindset will have on your business outcomes. It will also provide you with an effective and client friendly structure for a client meeting as well as a number of steps that will make sure that business that is there for the taking doesn’t slip through the cracks.
It will also address the psychology of objections and how to overcome client resistance and it will suggest some rules of client engagement for incorporating estate planning into your client offering.
