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Whether a person does or does not have insurance, they probably think what they have is enough. Yet who knows how much is truly enough? In this session, Fletcher helps advisors understand how to offer concise, effective presentations to connect with busy prospects and help them understand if what they have is too much, too little or just enough. This sales development program will demonstrate how this presentation can take place in less than half an hour through a series of questions and clear communication about the client’s financial needs Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

The financial services profession involves a lot of highs and lows, potentially within the same day. This can include canceled meetings and revoked purchases. In this session, Fletcher says you should stay on this emotional roller coaster and never give up.

Find out what information is needed to quickly assess a client's financial situation.

The financial services profession involves a lot of highs and lows, potentially within the same day. This can include canceled meetings and revoked purchases. Fletcher says you should stay on this emotional roller coaster and never give up.

Whether a person does or does not have insurance, they probably think what they have is enough. Yet who knows how much is truly enough? In this session, Fletcher helps advisors understand how to offer concise, effective presentations to connect with busy prospects and help them understand if what they have is too much, too little or just enough. This sales development program will demonstrate how this presentation can take place in less than half an hour through a series of questions and clear communication about the client’s financial needs.