Teaches financial professionals industry-proven methods for successfully identifying, selecting and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical and operational business planning processes are presented in detail, along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.
000249
FSCP<sup>®</sup>
Single Course
1
1.00
Practice Management
Professional Designations & Certifications
Early Career Professional
No
Yes
0002491
HI
HI
KS
KS
MD
MD
MN
MN
NH
NH
NJ
NJ
NY
OK
OK
RI
RI
TN
TN
CT
MS
PR
WI
IL
ND
0