Every person you meet is a prospective new client – do you have something to say that piques their interest making them want to learn more about what you do?
Try asking the people you meet if they know the answers to the four most important financial questions.
Watch the video linked below explaining why this works and how it leads to increased sales, improved closing rates, and satisfied clients:
Click here to Watch the Video: Financial GPS Demonstration
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)