Mastermind Series Recap (Session 3): Tools to Wow Your Prospects With in 2018

We hear from our advisors, “I’d like to make HiddenLevers a part of every prospect meeting, but I’m not sure how.” You know the basics, but you’d like to be a master. In the Mastermind Sessions, we discuss tips, tricks, and proven best practices from top producing advisors to help you get the most out of HiddenLevers.

In this session, discover how to use various HiddenLevers features to show your prospects why your recommendations better suit their financial goals and needs. We’ll cover:

  • How to present stress testing to prospects
  • How to create an amazing white-labeled proposal
  • How to showcase your value to potential new clients
  • How to position HiddenLevers in prospect meetings

If you aren’t using HiddenLevers with every prospect, you’re missing out on a great opportunity.

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