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Phase 3: Opening
Course Overview
Lesson summary of Phase 3: Opening
How to build rapport with clients
A guide to building rapport (10:05)
Risk Management
Introduction to Risk Management (15:45)
Creating interest for insurance (Circle of life presentation) (18:32)
How to do a policy summary (17:38)
Wealth Management
Creating interest for investments (15:46)
Investing goal setting framework (11:19)
Fact Finding
Using CPF4321 (6:29)
CPF Training (17:41)
Cashflow Analysis
Cashflow Analysis for individuals (22:10)
Cashflow Analysis for Couples (9:50)
Getting a budget & time commitment from our clients
Getting a budget commitment (8:30)
Getting a time commitment (1:48)
Decision maker check
Decision maker check (1:52)
Teach online with
Getting a budget commitment
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