+65 2134 5678

+65 2134 5678

Strategic Client Book Management

The Art and Science of Strategic Selling

Our Goals

Our Goals

Appreciate best practices on strategic habits of a SUPER Advisor

  • Grow business from existing clients
  • Understand and use the tools to grow their client book systematically

Learning Outcomes

Learning Outcomes

You will be able to understand the following concepts and tools :

Trouble with Success; the 80/20 Rule (Awareness Sessioon)

  • Segmentation
  • Undercovery & Understand
  • Engage Clients
  • Planning & Product Solutioning
  • Rhythm

Ready to Get Started?

Please fill out the form below, and we will contact you

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

Follow us for weekly leadership & sales insights

+65 8613 5868

info@momenta.biz

© momenta

Sosial Media

Follow us for weekly leadership & sales insights

in

Connect

+65 8613 5868

info@momenta.biz

© momenta