Our Managing Partner, Christine Smith will lead this course over the next 4 weeks. After being in sales for a nearly 15 years and the financial industry for nearly a decade, Christine has found that the financial industry is not up-to-date regarding networking and communication training for financial professionals. As newer generations continue to filter into the industry it is vital that language, processes, and perspective evolves.
No one wants to feel like a used car salesman when the goal is to help someone be financially confident.
If you got into the financial business in order to serve others, this course will provide updated techniques to keep a full funnel and become a financial resource in your community.
By the end of the 4 week bootcamp you will: