Includes:
2 DVDs and 2 Workbooks
This
special offer features both of the
Five Star Performance Series titles:
How
to Master the Initial Client Interview
and,
How
to Hold Successful Closing Meetings.
Buy both now and save!
"I was working with a
potential $2 million account and the prospect even paid me to do a
plan. He interviewed two other advisors and finally said, "I
decided to stay with my current advisor." I later attended a
session that Tom Gau and Ken Unger held and they told me that I
needed to have a Unique Selling Proposition (USP), that is: three
reasons why my prospects should use me as their Financial Advisor.
They helped me to develop my Unique Selling Proposition and then I
purchased and watched the Client Meetings DVDs.
I hadn't done any of this
stuff!
I decided, after watching
the DVDs and scripting myself on how to best handle interviews
with clients and prospects, to call this prospect back up. On the
phone I gave that prospect the three reasons why he should use me
as his Financial Advisor. It intrigued him to come back to my
office for another meeting.
At the next meeting I
used the information that I learned from Tom and Ken, and the
material that I watched on the DVDs. The result was that he
transferred his entire $2 million account over to me!
This business is not
hard. Even with over 20 years of experience, I had complicated it.
Thank you Tom and Ken for simplifying it and bringing me to an
easier path to follow which can help not only with this account,
but to help me attract other high-level accounts."
G.G., Portland, OR
All sales are final.
