| Learning Library Business Builder Building Your Business |
Step 4 is the first appointment. We call this the Dr. Exam and there is a good reason for it. Think about how a Dr. operates. B....
Step 5 of the Business Builder program is the analysis and diagnosis of the family's profile and financial data. This involves usi....
Step 6, is a general approach to the second meeting with the client. Here we cover the presentation of your services and your clos....
Step 7 of the Business Builder program discusses how to implement your client strategies, or how to decide which Third Party Admin....
Step 8 is about following up with your clients and the various ways and mechanisms to do so. You want to make sure you stay in tou....