Sales and Client Strategies Effective client acquisition, management and retention are key skills for achieving success as an Advisor. Successful Advisors provide solutions to Client problems, needs and goals from the Client's point of view, while taking into account the financial, emotional and psychological needs of those clients. A skilled Advisor combines precise sales strategies with the ability to create a meeting of the minds. Some courses offered in this area include:    Key Communication Skills    Financial Profiling    Generating Referrals    Relationship Building    Client Buying Motivations    Life-Goal Profiling    Managing Client Expectations    Group Presentations    Institutional Sales Strategies    Understanding the High and Ultra-Net Worth Markets    Presenting to Boards    Advanced Communications    Using the Internet as a Communications Tool    Interviewing Skills    Psychological Profiling    Cross-Selling Opportunities    Previous Page   Contact Us   Next Page   To discover how The Progress Center can help your Firm, your Advisors and your Clients, simply complete our Request for Information form or e-mail us at Info@TheProgressCenter.com. (c) 2003 The Progress Center. If you should have any problems with this page, please e-mail us at seller@sellerdoor.com. Your satisfaction is of utmost importance to us!