Intermediate

FA Recruiting Course

lmorton lmorton
Overview
Curriculum

This course is designed to equip new employees with the essential skills and knowledge needed to recruit top financial advisors. 

Curriculum

  • 1 Section
  • 15 Lessons
  • 7 Quizzes
  • 0m Duration
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FA Recruiting Course
15 Lessons7 Quizzes
  1. Lesson 1: Who & Why We Are Calling
  2. Lesson 2: Calling Financial Advisors and Terms to Know
  3. Quiz 1
  4. Lesson 3: Reading The Script
  5. Lesson 4: : Affirm, Redirect, and Close
  6. Quiz 2
  7. Lesson 5: Better Redirects & Powerful Questions
  8. Lesson 6: Questionnaire
  9. Quiz 3
  10. Lesson 7: Dialer Overview
  11. Lesson 8: CRM & Data Overview
  12. Quiz 4
  13. Lesson 9: Call Results
  14. Quiz 5
  15. Lesson 10: Using CRM & Dialer for Calling
  16. Lesson 11: Submissions
  17. Lesson 12: Hourly Calling Routine
  18. Quiz 6
  19. Leeson 13: Dealing with Sales Assistants & Leaving Voicemails
  20. Quiz 7
  21. Lesson 14: Pre-Calling Checklist
  22. Lesson 15: One on One - Review

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