Five Star Live Series Audio CDs

Includes: 2 Audio CDs - Bonus 2-CD Pack

How to Capture All of Your Clients' Assets by Tom Gau, CFP, CPA AND Closing Prospects Without Pressure by Ken Unger

How to Capture All of Your Clients' Assets by Tom Gau, CFP, CPA

The best way to generate a steady flow of new business is to offer clients and prospects a complete Financial Check-Up. This presentation explains the details of how to conduct a Financial Check-Up and making sure that you are the advisor a client wants to do business with. Representatives will learn proven methods for getting all of the information about a client including their tax return, estate plan, and copies of all of their financial statements!

This presentation is a "FIVE STAR PERFORMANCE" you should listen to!!!!

Closing Prospects Without Pressure by Ken Unger

Would you like to learn how to transition prospects to clients in an efficient and effective manner without ever applying pressure? The key to success is in establishing your credibility, building trust and being able to deliver a can't-miss package of solutions. This presentation will share with you the proven techniques that S.A.V.Y.™ Financial Advisors use to insure maximum success. T

This Presentation is consistently VOTED THE #1 PRESENTATION AT ANY MEETING !!!!

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