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Quoting with Certainty
Certainty Advice Podcasts
English - September 13, 2022 00:41 - 15 minutes - 17.8 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Selling Client Bases
Next Episode: Managing you "quiet" clients with Certainty
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.