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Overview

This workshop will help you to take the first step towards becoming a Financial Doctor. This will help you to understand your role in Money Management.

What You Will Learn

  1. Know their role & learn to analyze the client before the meeting and more effectively prepare for presentations.
  2. Ask powerful questions to better assess customer needs and propose the most suitable solutions.
  3. Diagnosing the root cause of problems with scientific tools.
  4. Preparing & presenting solutions rather than selling products.
  5. Anticipate common objections, and formulate (and practice) responses to negotiate and close sales.

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