Financial Advisors Skills Training (FAST)

This practical, skills-oriented program is appropriate for experienced producers making the transition to becoming financial advisors, as well as new financial advisors with little or no prior experience. The five-day course:

• Provides "best practices" tools, tips, and techniques to improve the performance of financial advisors
• Develops skills in prospecting, the approach, fact-finding, preparing solutions, the presentation (closing) interview, and client service
• Features expert-delivered sessions on tax planning, basic risk management products, and wealth accumulation products

Available in English, Traditional Chinese, Spanish, and Thai.

• Other offerings for Experienced Producers

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