Unlocking Your Appointment Potential – Online via Teams

A step-by-step breakdown of the client appointment covering all 20 different sections: from preparation before the appointment, through the greeting, fact-finding, presentation of solutions, closing of the sale, instruction-taking, and handling common problems, right through to the successful conclusion of the meeting.

Whether you are new to estate planning or have years of experience, this course brings a fresh viewpoint to your appointments.