HiddenLevers Mastermind: Tools to Wow Your Prospects 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 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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