Financial Planning Concept Presentation
Financial Planning Concept Presentation, available at $27.99, has an average rating of 4.3, with 5 lectures, based on 22 reviews, and has 94 subscribers.
You will learn about Concept Presentations Tips Financial Planning Tips Insurance Knowledge This course is ideal for individuals who are Insurance Agent or Financial Advisor or Independent Financial Advisor It is particularly useful for Insurance Agent or Financial Advisor or Independent Financial Advisor.
Enroll now: Financial Planning Concept Presentation
Summary
Title: Financial Planning Concept Presentation
Price: $27.99
Average Rating: 4.3
Number of Lectures: 5
Number of Published Lectures: 5
Number of Curriculum Items: 5
Number of Published Curriculum Objects: 5
Original Price: $27.99
Quality Status: approved
Status: Live
What You Will Learn
- Concept Presentations Tips
- Financial Planning Tips
- Insurance Knowledge
Who Should Attend
- Insurance Agent
- Financial Advisor
- Independent Financial Advisor
Target Audiences
- Insurance Agent
- Financial Advisor
- Independent Financial Advisor
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:
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Learn how the pros use to close their prospect – practices and techniques.
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Learn how to close big cases using these concept presentation techniques.
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Understand the process and Apply it during your presentations.
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Learn about 5 different concepts to create your own presentations.
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Learn what are the costly mistakes people make when it comes to presentations.
Course Curriculum
Chapter 1: 28000 Presentation
Lecture 1: 28000 Presentation
Chapter 2: The Flow Of Water Presentation
Lecture 1: The Flow Of Water Presentation
Chapter 3: How To Sell Education Saving Plans
Lecture 1: How To Sell Education Saving Plans
Chapter 4: How To Sell Income Protection
Lecture 1: How To Sell Income Protection
Chapter 5: Bonus Video
Lecture 1: Universal Objection Circle | The Objection Playbook
Instructors
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Dr. Sanjay Tolani
Top Financial Advisor
Rating Distribution
- 1 stars: 3 votes
- 2 stars: 0 votes
- 3 stars: 6 votes
- 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!
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