Be a Better Advisor This Year

Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 5 credits (AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
Institute Members: 5 credits (includes 1 Ethics)
MFD: 5 credits (Professional Development)

If you provide better advice to your customers, will your sales improve?

This course gives you the chance to answer this question. It provides simple steps you can take to be better at your job starting today. You get practical customer-focussed ideas that you can immediately use to benefit prospects, clients, and your bottom line.

  • Explore customer-focussed ideas and practices to benefit clients and your bottom line;
  • Better understand and anticipate client needs for insurance and investment products;
  • Find out how to turn everyday issues into opportunities for service and sales.

$74.95

$74.95