We were asked by Halle to post our original four questions for review/discussion – here they are:
was great to connect with you. Do you work in the business owner market?
It looks like we may have some synergy – are you happy with the sales results you are currently getting?
Would you like your advisors to sell more product and receive a planning fee for services provided?
If I could show you a way to effectively train your trainers, field managers and advisors to increase their revenue AND get them into the high-end family owned business market would you be interested in learning more?
What would be a good time to talk either today or tomorrow?
Support Forums are being phased out. You can still view the existing Forum posts but can no longer post in them. For all Support needs, please email help@coredm.com or click the blue Question Mark icon in the lower right hand corner of your screen.