Dashboard Forums High End Client Program General and Technical Support Questions Optional questions for consideration

1 reply, 2 voices Last updated by n d 4 years, 10 months ago
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    • #36319

      KARL BAREITHER
      Participant
        @hecp@BRSYSTEM.COM

        Kent: We have also been thinking about new first questions. We would like your opinion.

        If your company works in the business owner market, would you like to learn a system to train your trainers, field managers and advisors to more effectively help them with wealth transfer?

        Are you interested in a system to more effectively help business owner clients transfer wealth to the next generation and beyond?

        Are you getting the results you’d like from your sales team?

        Would you like to learn a new approach to the business owner market that will increase revenue to your advisors while closing more sales?

         

      • #36320

        n d
        Keymaster
          @negeen@coredm.com

          Hi @karl-bareither, these are really good questions, I like the last 3. But, I recommend bringing them to the Live call!!

           

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