• The Client Process

    THE CLIENT PROCESS is brought to you by Thrive Income Distribution System. Included in this DVD are,
    Exclusive Videos –
    – Introduction to Financial Professional Curtisd Cloke
    – The Client Presentation with specific tips on how to best help your Client
    – The Fact Find Interview
    – The Proposal Delivery
    Curtis’s Seminar Slide Deck Presentation that will arm you with all the tools necessary to help your client in answering their questions about retirement.