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Cohen
Brown's Investment Solutions are tailored to provide investment
professionals with specific skills for obtaining increased results
from their current portfolio, increasing new client acquisition,
retention and bottom-line results—regardless of market
fluctuations. Examples of Investment Solutions from our video-based
library include:
Extraordinary Investment Selling Skills
Extraordinary Investment Selling Skills is designed for
individuals who are licensed to sell or who specialize in selling
any brokerage/investment or insurance products and services.
This course will enable financial consultants to increase profitable
sales to the maximum. Covers everything from lead generation
to closing the sale and managing a profitable relationship.
A few program highlights:
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A
scriptwriting technique for tailoring conversations and
presentations to address the specific needs of clients,
prospects and referral sources. |
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A
highly-effective method for generating leads by gathering
referrals from the branch network, clients and other external
sources. |
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An
interview/appointment model that ensures financial consultants
successfully cover every interview phase with clients
or prospects in person or on the telephone. |
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