Quoting with Certainty

13/09/2022 15 min
Quoting with Certainty

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.