8/17/2021: Performance Results Network
Teleconference: The Core of the Financial Review
Date: Tuesday, August 17, 2021
Duration: 1 Hour
Audience: Managers and Sales Bankers
Description
Uncovering the known and unknown needs, and the current and future needs of your clients/members/prospects is the core of the Financial Review. Perfecting your probing questions, listening for clues, and smooth transitions will allow you to make appropriate financial recommendations for your clients/members/ prospects. During this session, we will focus on the most effective open-ended and closed-ended probing questions/statements as well as transition lines that will take you from one financial category to the next within the Financial Review.