Financial Planning Concept Presentation

This course promises practical & comprehensive guidance that every financial advisor needs. This invaluable course will show you step by step on how to use a 7 minutes conversation to close a deal with your clients.

Here’s What You Can Expect To Learn:

• Learn how the pros use to close their prospect – practices and techniques.

• Learn how to close big cases using these concept presentation techniques.

• Understand the process and Apply it during your presentations.

• Learn about 5 different concepts to create your own presentations.

• Learn what are the costly mistakes people make when it comes to presentations.

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• 4 stars: 8 votes
• 5 stars: 5 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!