Transition Lines During the Client/Member Conversation

Cohen Brown Management Group

09/21/2022: Performance Results Network

Teleconference: Transition Lines During the Client/Member Conversation

Date: Wednesday, September 21, 2022

Duration: 1 Hour

Audience: Managers and Sales Bankers

Description

Being able to transition from category to category with confidence and in a manner that seems logical to the client/ member is an essential skill when conducting a Financial Review. This session will focus on clues and Windows of Opportunities that will allow you to transition with ease by addressing the benefits of each category to the client/member.

Transition Lines During the Client/Member Conversation