FREE Training for Financial Advisors (Investment & Insurance)
How Would You Like To Generate 5,10, Event 20 "High-Value" Prospects & Booked Meetings Every Single Month On Demand And With Predictability
Summary
In this video I share a "30 Day Plan" for Financial & Insurance Advisors to generate more appointments and pipeline during the time of COVID-19 uncertainties.
Here’s what I cover:
- What “Not To” do when you speak with your clients
- How to drive the “Meetings” to provide your best value
- The Daily breakdown of activities for next 30 days
Check out this video and let me know what you think in the comments below.
Download Tool mentioned in this video:
- 30 Day Client Call Sheet - Click here to Download Now..
To Your Success (that relies on social media)
Deepak Patel
Want to get notified when I release new videos? Subscribe to my YouTube channel here.
OFFICES
We have office in Canada and a distributed team across US and Canada.
Ph: 847 450 0481
email: deepak@advisorlearn.com
COMPANY
RESOURCES
FOLLOW US
© Copyrights by AdvisorLearn.com. All Rights Reserved.