Getting to a Faster YES

Learn how to close business in fewer steps, and practice using these new tools in a safe environment before trying them on real clients.

No sessions currently available. Contact client services to get the next available date.
New Private Bankers, New Wealth Advisors, Brokers who are going to cover broader wealth solutions, Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management, Individuals working in the finance arena
No advance preparation required.
What are the client-stated reasons for delays in decision making?
  • ID the points in the cycle where you think it's a done deal and it's not
  • When do clients make a fast decision?

What makes those decisions easier?

  • Level of pain
  • Sense of urgency
  • What about your current sales process does not grow pain and urgency?

How to change -- Tactics for

  • Growing consequences of the problem/issue
  • Creating urgency around the consequences of inaction

Skill practice discussions

    Metrics

      What is your

      • Who are the clients you best serve?
      • What do we do for your clients?
      • Why your firm?

      What next? Commitment to try one new thing

Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process, and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

Lunch included for all students taking day classes.