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.
The Client Process
$60.00
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.
| book-author | |
|---|---|
| Tags | Financial / Sales |
| Weight (gm) | 94 |
Customer Reviews
There are no reviews yet.
Be the first to review “The Client Process”