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Client Experience Session 2
Introduce Session ,[object Object]
Foundation ,[object Object],achieve financial objectives partner financial services relationships passionate about helping pride in doing our best honest and ethical innovation from unique perspectives collaboration WB 25
Client Emotions & Feelings ,[object Object],[object Object],[object Object],WB 26-28
DVD Introduction
Set Expectations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WB 29
Demonstration and Analysis
Practice ,[object Object],[object Object],[object Object]
Discussion ,[object Object],[object Object]
Maintain Client Engagement ,[object Object],[object Object],[object Object],[object Object],[object Object],WB 29
Demonstration and Analysis
Discussion ,[object Object],[object Object]
Handle Client Issues ,[object Object],[object Object],[object Object],WB 29
Demonstration and Analysis
Sense and Respond WB 31
Discussion ,[object Object],[object Object],WB 32
Handle Client Issues, Part 2 ,[object Object],[object Object],[object Object],WB 29
Demonstration and Analysis
Discussion ,[object Object],[object Object]
Review Results ,[object Object],[object Object],[object Object],WB 29
Demonstration and Analysis
Discussion ,[object Object]
Wrap Up Interview ,[object Object],[object Object],[object Object],[object Object],[object Object],WB 30
Demonstration and Analysis
Practice ,[object Object],[object Object],[object Object]
Discussion ,[object Object],[object Object]
Summary
Goals ,[object Object],WB 35
Online Evaluations  and Knowledge Checks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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