Listen "Quoting with Certainty"
Episode Synopsis
Poor quoting leads to wasted time, under-pricing, over-delivering and poor growth. Quoting is often driven off the wrong premise to 'win' new clients, rather than 'grow' the number of valuable clients. This session outlines some of the frameworks required for advisers to consistently, effectively and methodically quote their advice for both existing and new clients.
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.