We know appointments with prospective clients can be the most intimidating thing you experience, especially if you don’t have a process to follow. Our proven process is designed to enhance sales, improve closing, and benefit the client.
It is our experience that many advisors use a random approach to each meeting, which leads to skipping important steps and diving into product discussions prematurely resulting in missed opportunities to convert prospects into valued clients. The Circle of Wealth® offers a step-by-step guide that spans the entire process from the initial meeting to implementing recommendations.
Watch the video linked below to learn how this process can enhance what you are currently doing and lead you to greater success with each client:
Ways to learn more about the Circle of Wealth®:
- Watch the “Learn More” videos (watch now)
- Attend a Discovery Webinar hosted monthly (register for next webinar)
- Schedule a private demo to get your specific questions answered (pick date and time)
- Test drive the software and coaching with a free 14-day trial (start trial)