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.