Financial Planning Concept Presentation
What you'll learn
- Concept Presentations Tips
- Financial Planning Tips
- Insurance Knowledge
Requirements
- Be able to Sell
- Be able to convince
- Be able to communicate
Description
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.
Who this course is for:
- Insurance Agent
- Financial Advisor
- Independent Financial Advisor
Instructor
![Dr. Sanjay Tolani](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 3.9 Instructor Rating
- 65 Reviews
- 237 Students
- 3 Courses
Sanjay Tolani, a 15-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 11 Top of the Table honors.
He became the youngest member in 2003 at the age of 19 and then qualified as the Youngest Life Member in 2012 at the age of 28. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.