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The Financial Architects

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1 contribution to The Financial Architects
Recap of Monday Morning Full-Timers Meeting with Manny
Date: October 14 Presenter: Manny Topic: How to Conduct Appointments for Clients with a $600/Month Budget Meeting Overview: Manny delivered an insightful presentation on effectively engaging with clients who have a budget of $600 per month. The session focused on tailoring presentations to meet client needs, maximizing value, and closing deals successfully. Key Highlights: 1. Understanding Client Needs: 2. Tailoring the Presentation: 3. Overcoming Objections: 4. Closing Strategies: 5. Resources and Tools: Action Items: • Review the Provided Materials: • Watch the recorded presentation to reinforce your understanding. • Download and familiarize yourself with the shared documents and checklists. • Implement the Strategies: • Apply the techniques discussed in your upcoming client appointments. • Engage with the Team: • Share your experiences and any challenges on the Skool community forum. Upcoming Support: • Q&A Zoom Session Tomorrow: • Date: October 15 • Time: 12:00 PM • Zoom Link: Join the Q&A Session (Link to be provided) Important Dates to Remember: • 10/22: Million Dollar Baby Event • Hosted by Brooke and Lailah. • 10/23 & 10/24: TFA Crash Course ($350) • Contact your broker if you’re interested in attending. • 12/15: TFA Christmas Party • Save the date—it’s going to be a memorable Sunday! ❤️ Final Thoughts: A big thank you to Manny for sharing his expertise and to everyone who attended. Let’s leverage these insights to enhance our client interactions and achieve our goals. If you have any questions or need further assistance, don’t hesitate to reach out or stop by during office hours. Stay motivated, and let’s make this week a great one!
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New comment 3d ago
Recap of Monday Morning Full-Timers Meeting with Manny
1 like • 3d
Thank you for the recap. However, I don’t see any attachments of the visual aids Manny used. Where do I access those?
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Nancy Parra
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4points to level up
@nancy-parra-2036
My focus is serving the financial and Real Estate needs of families, businesses and entrepreneurs of all ages and backgrounds. Hablo español.

Active 3d ago
Joined Sep 16, 2024
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