The First Step Live

Cost: $295
Duration: 2 hours

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Start your team out right with this professional process training! Advisor training participants will master how to:

• Greet clients professionally
• Focus on clients’ concerns by asking thorough diagnostic questions
• Reaffirm your understanding of the client’s concerns and put their minds at ease
• Perform a complete walk-around
• Inform the clients of all maintenance needs by giving benefit-based presentations, implementing the “What’s in it for me” approach
• Build lasting relationships to increase customer retention
• Personalize closing techniques
• Offer realistic promise times
• Follow-up and inform clients throughout the day
• Schedule the next visit