Want to add six-figures to your business?
Take our free 3-day Whiteboard Wisdom class to learn how to close business faster and get paid for your ideas.
- Gain confidence when presenting planning ideas
- Differentiate yourself from other advisors
- Close business faster by mastering planning ideas
- Make meetings more engaging for clients
I went through the direct vs. non-direct recognition and cost segregation whiteboarding illustrations and my client’s response was “My mind is kind of blown right now.” Thank you for your practical teaching.
I’ve been charging planning fees for years, but I’ve learned several whiteboard skills from Sten that have helped me improve my meetings. Now my entire team is improving their meeting methods and helping us have our best year ever.