How to Speak Your Clients’ Language and Better Understand Their Needs by Making a Niche They Understand and Seek Out

This class assumes that a key step in successful financial planning is clients finding the right professional to guide them to their goals. There must be a fit between client and financial planner. That fit doesn’t happen by accident. It occurs by thinking carefully about your own focus and correct ways to communicate that focus to your client. This class introduces you to a nine-step process for making that fit and effectively communicating with clients.
Contents include: Communicating with your clients in a way that allows you to hear their most important concerns and goals + Providing your clients the best service by playing to your own strengths + Creating the kind of tight focus that allows clients to make quality decisions about you as their potential Advisor.

To Register or More Information
CALL 503-781-0966


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