Fundamentals Preview Series
Fundamentals of Financial Services Discipline will provides 12 Advanced Marketing Educational Series that will build a Fundamental understanding of life events and situations facing your prospects and clients in three key marketplaces for the financial service industry – Estate Related Planning Strategies, dealing with Business Owners and the Phases of Retirement along with their challenges and opportunities. Additionally, you will find educational concept PDFs to help effectively and efficiently grown your knowledge and your ability to explain these many ideas and topics
In addition, there are two series devoted to helping associates understand and deal with the different buying patterns and habits of four distinct generational consumer groups, as well as between men and women. The Fundamentals discipline contains over 85 sessions that will establish confidence in dealing with and understanding clients in these marketplaces while developing the ability to ask pertinent and engaging questions while at the same time recognize the challenges and opportunities that people in these markets face or will face.
Fundamentals Series Preview Videos