Includes:
2 Audio CDs -
Bonus 2-CD Pack
How to
Capture All of Your Clients' Assets by Tom Gau, CFP,
CPA
The best way to generate a steady flow of new business is to
offer clients and prospects a complete Financial Check-Up.
This presentation explains the details of how to conduct a
Financial Check-Up and making sure that you are the advisor
a client wants to do business with. Representatives will
learn proven methods for getting all of the information
about a client including their tax return, estate plan, and
copies of all of their financial statements!
This presentation is a "FIVE STAR PERFORMANCE" you should
listen to!!!!
Closing
Prospects Without Pressure by Ken Unger
Would you like to learn how to transition prospects to
clients in an efficient and effective manner without ever
applying pressure? The key to success is in establishing
your credibility, building trust and being able to deliver a
can't-miss package of solutions. This presentation will
share with you the proven techniques that S.A.V.Y.™
Financial Advisors use to insure maximum
success. T
This Presentation is
consistently
VOTED THE #1 PRESENTATION AT ANY MEETING !!!!
All sales are final.
