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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
