Getting to a Faster YESLearn how to close business in fewer steps, and practice using these new tools in a safe environment before trying them on real clients. |
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No sessions currently available. Contact client services to get the next available date.
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| 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 |
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| No advance preparation required. |
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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 discussionsMetricsWhat 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 |
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| Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.) |
Lunch is included for all students taking day classes. |
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