3/16/2023: Performance Results Network
Teleconference: It Begins and Ends with the Financial Review
Date: Thursday, March 16, 2023
Duration: 1 Hour
Audience: Managers and Sales Bankers
Description
How do you start the Financial Review? How do you make the recommendations? How do you close the conversation? This session will focus on your Introduction and Entry Lines and move to the Recommendations, Follow-Up, Client/Member Orientation Rap, and the Offer to Assist Others.