1/11/2022: Performance Results Network
Teleconference: Conducting a Hidden Clues Clinic
Date: Tuesday, January 11, 2022
Duration: 1 Hour
Audience: Managers and Sales Bankers
Description
A Hidden Clues Clinic teaches your team how to identify specific financial clues from clients/members and the actions to take based on those clues. We will run through the process of the clinic as well has how to script a related Tag-on and a benefit statement to use during a banker conversation.