How confident are you in your client process? Where do you think you could do better?
What keywords are you confident in using that make the experience different than a sales pitch?
How could you improve on your note-taking to help make compliance a simpler process?
How do you think your broker-dealer wants you to process payments and would you rather get a monthly payment or a larger amount annually? Remember that it’s easier for clients to renew when it’s a smaller amount.
Task: Reach out to your broker-dealer and find out what payment terms they prefer.
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