Combined Benefits United’s Post

We try to keep our systems and processes as 𝙨𝙩𝙧𝙚𝙖𝙢𝙡𝙞𝙣𝙚𝙙 as possible. 👌 The way we advise our partners to structure their 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝘄𝗶𝘁𝗵 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 is no different: 𝟭𝘀𝘁 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁 - A fact-finding mission focused on their concerns. 𝟮𝗻𝗱 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁 - Where you're able to address those concerns, show your value, and begin the onboarding process. 𝟯𝗿𝗱 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁 - Sit down with the client to determine where the money is going to go to optimize their financial portfolio. If you're interested in joining Combined Benefits United's extensive network of managers, mentors, coaches, and trainers, give us a call at (𝟴𝟲𝟲) 𝟮𝟳𝟱-𝟯𝟯𝟰𝟱! 👋 #salesprocess #financialadvisors #salestraining

To view or add a comment, sign in

Explore topics