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How to Master the
Initial Client Interview
 

 

 

 

 

 

 

 

 

 

 

 

 

 


Includes
: DVD and Workbook

Do you have a bulletproof Initial Client Interview?

Do you have prospects eager to come back to do business with you?

Are you showing prospects why you are the last financial advisor they will ever want?

If you're an active financial planner then you will want to see why our founder, Tom Gau, was recently recognized as one of the top 30 financial advisors in R.J. Shook's The Winners Circle: How 30 Financial Advisors Became the Best in the Business.

Tom Gau is a multi-million dollar producer who is thriving in this difficult environment!

This DVD and workbook entitled How to Master the Initial Client Interview will easily pay for itself 100 times over!

Watch this DVD and learn:

  • How to establish a commitment from your prospects.
  • How to be the best and most professional advisor any prospect meets with.
  • A system that will build a pipeline of success!

This DVD features our founder, Tom Gau, an active multi-million dollar producer holding an initial client interview with qualified prospects. It shows you his systems, forms, and client questionnaire. It will train you to maximize your initial client interview.

It will easily become one of your most valuable possessions!!

Click here to see a Sneak Preview of this DVD! Watch a Sneak Preview of this DVD!

All sales are final.

 

 
Retail
Price: $359

Quantity:

 
 
Member Discounted
Price: $299


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