Winning the Business: The Art of Presentation - Present or Perish

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This workshop style, hands-on working session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and great way to polish your skills and knowledge.

Topics Covered:

  • Techniques Necessary in Selling to the High Net Worth Client
  • Proposal Generation and How to Present to the High Net Worth Client
  • The Art of Wealth Management Referral
  • Errors & Omissions
  • Selling & Role Play

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