$1,995.00
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.
Including:
- 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!