OVERVIEW AND TOPICS


Sources of wealth and their connection to the activities and exposures often associated with high net-worth clients.
The top five key traits and qualities demonstrated by top sales leaders, the eight Decision Process Principles and their application to high net-worth clients.
Dynamics 3‐Step Sales Process, how to build trust with clients, leveraging personality and buying styles to develop selling strategies, and how to create a Diagnostic Appointment Questionnaire.
Asking questions with purpose and the four types of probes used in questioning and how to counter objections with precision prompters.
Decisions to make prior to meeting with buyers and how to cultivate your Center of Influence for high net-worth client growth.

COURSE DETAILS


DURATION
16 Hours

PRICE
$525

FORMAT
Webinar

CE CREDIT
No State CE Available

INSTRUCTION LEVEL
Advanced

FINAL EXAM
Nov 15, 2021 - Nov 18, 2021

FACULTY BIO


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