Set the Foundation for Sales Success
The fundamentals an advisor must master
75% of investors have changed or considered changing advisors because of a lack of trust.1
Join Simplicity on May 7th and improve your sales process as we highlight the most influential factor in whether a prospect decides to work with an advisor.
Master the fundamentals of:
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Building a high-trust environment
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End-to-end sales process
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Strategy and product knowledge
1Source: Wealth Management.com https://www.wealthmanagement.com/industry/ycharts-clients-ditched-advisors-alarming-rates-2023