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MRFC Exam Preparation

Displaying products 1 - 4 of 4 results
A Success Guide for Financial Service Professionals
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
Price: $40.00
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
Learn industry-proven methods for successfully identifying, selecting, and approaching prospect for financial products and services. The Client Acquisition guide covers procedures for creating prospect qualification and prioritization techniques.
tax free
Beginning the New Relationship In the Most Professional Manner
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
Price: $40.00
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
The proper engagement of the client is essential to the delivery of professional financial services. It includes the prospecting steps, the full and proper explanation of the advisor’s services, the complete disclosure by both the advisor and the client.
tax free
Establishing a Solid Foundation For Building Long Term Security
Gathering Information - Establishing a Solid Foundation (format PDF)
Price: $40.00
Gathering Information - Establishing a Solid Foundation (format PDF)
Learn the use of paper and electronic methods of gathering the client’s household and financial information, the issue related to employee and government benefits, the need and techniques for data verification, the use of personal documents organizers.
tax free
Consistency in Plan Follow-Up is Achieved Only With Systems
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
Price: $40.00
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
Learn how to produce an Implementation Checklist for the client that presents all the recommendations and alternatives, provides sufficient education for effective decision making, notes the client’s decisions.
tax free
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