Financial Planning Concept Presentation

Financial Planning Concept Presentation

This course promises practical & comprehensive guidance that every financial advisor needs. This invaluable course will show you step by step on how to use a 7 minutes conversation to close a deal with your clients.

Here's What You Can Expect To Learn:

• Learn how the pros use to close their prospect - practices and techniques.

• Learn how to close big cases using these concept presentation techniques.

• Understand the process and Apply it during your presentations.

• Learn about 5 different concepts to create your own presentations.

• Learn what are the costly mistakes people make when it comes to presentations.

The Secrets to Effective Concept Presentation

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What you will learn

• Concept Presentations Tips
• Financial Planning Tips
• Insurance Knowledge

Rating: 4.15

Level: All Levels

Duration: 41 mins

Instructor: Dr. Sanjay Tolani