Course Overview
The Risk Workshop will give you a track to run on for every step in the initial risk advice process. From shaking the hand of a new prospect at the beginning of a first meeting all the way through to shaking the hand of a new client at the end of the policy explanation meeting, you will have all the client engagement tools you need to create a quality experience for your client rather than just completing a transaction.
It will also give you a couple of case studies that demonstrate the practical application of my methodology in real life client situations
