Screening Prospects with Certainty

14/03/2022 16 min
Screening Prospects with Certainty

Listen "Screening Prospects with Certainty"

Episode Synopsis

Screening enquiries from prospects is important. It is in the best interests of each prospect and firm to ensure the 'match' between firm and client represents a good 'fit' for both. This session provides great discussions and four proven steps to assist making these conversations consistent, specific, respectful and productive for firms implementing comprehensive advice models like Certainty Advice.