Financial Advisor Training: Client Reviews Pro: (Part 2)

Online Course

Udemy
Financial Advisor Training: Client Reviews Pro: (Part 2)

What is the course about?

Financial Advisor Training: Client Reviews Pro: (Part 2)
The course Financial Advisor Training: Client Reviews Pro: (Part 2) is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Lead People to Buy from You Again & Again with Client Reviews to Keep Them and on Track for a Successful Financial Plan.

Course description
  • Financial Advisor Training: Client Reviews Pro: (Part 2)
  • Deliver Client Reviews with Impact
  • Deliver zero-follow-up reviews.
  • Begin the meeting with new business.
  • Update the plan in the meeting.
  • Remove the typical “to-dos.”
  • It is crucial that you download the workbook to help you master the skills in the lessons.
  • 5.5 hours on-demand video
  • 29 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • Jim Teteak

Prerequisites & Facts

Financial Advisor Training: Client Reviews Pro: (Part 2)

Course Topic

Development, ECMAscript, Web Development

University, College, Institution

Udemy

Course Skill Level

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

Degree & Cost

Financial Advisor Training: Client Reviews Pro: (Part 2)

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Financial Advisor Training: Client Reviews Pro: (Part 2)
provided by Udemy

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School: Udemy
Topic: Business, Financial Management, Sales