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The First Step Live
April 22, 2022 @ 8:00 am - 5:00 pm EDT
We host one every month for new hires! 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 their 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
- Implement 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