ZAUM & ASSOCIATES is a world class recruiting and consulting company catering to Financial Advisors and Financial Services firms nationwide.

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Zaum & Associates
Zaum & Associates

Knowledge Base

Welcome to our Knowledge Base

CRM & Leads

  • Data Key
  • FAQ

Objections & Rebuttals

  • Objections & Rebuttals

    • Articles coming soon

Call Results

  • Call Results

Candidates

  • Submission Page & Brokercheck Link

FAQ's

  • Terms
  • Call Routine
  • Sales Assistants & Leaving Voicemails
  • Pre-Calling Checklist

Value Prop

  • Affirm, Redirect, and Close
  • Better Redirects & Powerful Questions

Dialer

  • Aircall Browser Extension
  • Guide to Using Aircall Desktop Dialer

Featured Articles

Popular Articles
  • Terms
  • Affirm, Redirect, and Close
  • Better Redirects & Powerful Questions
  • Aircall Browser Extension
  • Guide to Using Aircall Desktop Dialer
Newest Articles
  • Pre-Calling Checklist
  • Sales Assistants & Leaving Voicemails
  • Call Routine
  • Submission Page & Brokercheck Link
  • Call Results
Recently Updated Articles
  • Pre-Calling Checklist
  • Sales Assistants & Leaving Voicemails
  • Call Routine
  • Submission Page & Brokercheck Link
  • Call Results

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