This course is suitable for training Estate Planning Consultants whether they are new to the industry or are looking for a refresher.
The course comes in modules that include over 20 lessons that cover everything from the technical knowledge you will need right through to the sales and closing skills necessary to be a top performer.
Where appropriate lessons include a test to ensure that before proceeding further you fully understand what has been taught giving you the confidence to progress.
If you are looking to train yourself or you have a team to train this course is just what you are looking for to enhance their skills and improve their sales performance.
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Introduction
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The Foundations of Estate Planning
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Presenting To Your Client Part 1
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Presenting To Your Client Part 2
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Presenting To Your Client Part 3
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Sales & Marketing
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Whats Next?
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3
2
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£595.00