Interactive
Who Is Your Customer?
About This Course
Course Overview: This course is designed for anyone interested in learning about selling financial products and services.
Learning Objectives:
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All customers and prospects are unique individuals
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Customer’s financial needs vary with circumstances, age, and other factors
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How not to miss opportunities to be helpful by making assumptions about an individual’s needs
Audience: Sales
Length of Course: This course takes approximately 30 minutes to complete.
*This course does NOT qualify, nor meet the National Standard for NASBA accreditation.
Buying for yourself?
$
89
Included with Team Membership
Training your team?
This course is covered under team memberships.
See Team Memberships
$
89
per attendee