Client Meetings Special

Includes: 2 DVDs

This special offer features both of the Five Star Performance Series titles: How to Master the Initial Client Interview

and How to Hold Successful Closing Meetings.

Buy both now and save!

"I was working with a potential $2 million account and the prospect even paid me to do a plan. He interviewed two other advisors and finally said, "I decided to stay with my current advisor." I later attended a session that Tom Gau and Ken Unger held and they told me that I needed to have a Unique Selling Proposition (USP), that is: three reasons why my prospects should use me as their Financial Advisor. They helped me to develop my Unique Selling Proposition and then I purchased and watched the Client Meetings DVDs.

I hadn't done any of this stuff!

I decided, after watching the DVDs and scripting myself on how to best handle interviews with clients and prospects, to call this prospect back up. On the phone I gave that prospect the three reasons why he should use me as his Financial Advisor. It intrigued him to come back to my office for another meeting.

At the next meeting I used the information that I learned from Tom and Ken, and the material that I watched on the DVDs. The result was that he transferred his entire $2 million account over to me!

This business is not hard. Even with over 20 years of experience, I had complicated it. Thank you Tom and Ken for simplifying it and bringing me to an easier path to follow which can help not only with this account, but to help me attract other high-level accounts."

Retail Price: $649	Please call us at 866-866-0472 to complete your purchase!
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