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Are you ready to gain a comprehensive understanding of the most effective selling strategies for client relationship success in the financial advisory industry?
Sales Mastery is a game-changing program designed for financial advisors who are determined to boost their revenue, enhance their client base, and achieve lasting success in the field.
By joining this transformative 12-week program, you will:
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Gain clarity and confidence and discover proven step-by-step strategies to effectively build your business.
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Discover the art of conducting productive, insightful conversations that deliver tangible value to your clients.
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Participate in dynamic group discussions to address your sales challenges head-on, and uncover effective solutions to propel your business to new heights.
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And so much more!
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The Sales Foundation™
Setting Your Foundation
Anatomy of a Sale
Prospect Profiling™
Contacting & Qualifying Prospects
Prospect Exploration™
Understanding the Prospect: Ideal Client Financial Planning, Customer Sale and Tools
Winning Plan Implementation™
Building the One Page Plan
Presenting and Implementing the Plan
Value Maximization™
Onboarding & Servicing Your Clients
Asking for Introductions
Implementing Your New Sales Process
THE DETAILS
Sales Mastery includes:​
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12 engaging weekly modules with pre-recorded video lessons
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Robust live Q&A discussion amongst participants every week
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Private online course hub & discussion group
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Comprehensive workbook with 100+ plug-and-play exercises and worksheets
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Space is limited to ensure attendees get the best experience. Don't miss your chance to claim your spot today.
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Sales Mastery officially kicks off with our introductory group call:
October 2024 - 11:00am ET, Start date TBD.
SECURE YOUR SPOT TODAY
Don't miss your opportunity to join this exclusive round of Sales Mastery.
Click below to register now 👇
