Overview
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Learn how to sell financial services and products by connecting with client's goals and needs.
Syllabus
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Introduction
- Welcome
- Selling financial services
- Customers: More than a transaction
- Knowing what you sell
- The relationship ladder
- Tapping financially active customers
- Identifying financially active customers
- Engaging financially active customers
- Five methods for mastering product knowledge
- Matching product to need
- Designing a great sales conversation
- Next steps
