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The First Step Live
We host one every month for new hires! Start your team out right with this professional process training! Advisor training participants will master how to:

Greet clients professionally
Focus on clients’ concerns by asking thorough diagnostic questions
Reaffirm their understanding of the client’s concerns and put their minds at ease
Perform a complete walk-around
Inform the clients of all maintenance needs by giving benefit-based presentations
Implement the “What’s in it for me” approach
Build lasting relationships to increase customer retention
Personalize closing techniques
Offer realistic promise times
Follow-up and inform clients throughout the day
Schedule the next visit

Apr 18, 2023 10:00 AM in Central Time (US and Canada)

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