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Mastery Bundle

$2,590.00 $1,995.00

Product Details

This bundle includes both the Mastering Relationship Management Course and the Prospecting Mastery Course.

When you bundle you can save by getting  both courses for $1,995

Mastering Relationship Management Course

Mastering Relationships is the key to organic growth.  Increasing AUM from existing clients, referrals and strategic partnerships are the 3 main facets of organic growth. While every member of your staff and every client interaction is part of the relationship, a properly trained relationship manager is key! 

The online course will cover:

  • Inbound Lead Generation
  • Personal Relationship Development
  • Client Relationship Development
  • Becoming the Trusted Advisor
  • Becoming the Family Advisor
  • How to Keep Assets from Flying
  • Lead Development
  • Contact Management Marketing
  • So much more!

Prospecting Mastery Course
This four-day online course is for the Sales Assistant or Advisor. It covers more than 20 subjects you will need to know to enhance your prospecting activities.

  • Lead Development
  • Sales Pipeline Management
  • Phone Skills
  • List Development
  • Campaign Development
  • Direct Mail
  • So much more

You’ll have access to both courses for every member of your team for 12 months. The two courses are valued at $2,590, for just $1,995!

$2,590.00 $1,995.00