Advisor Mistakes & How to Avoid Them

Saturday, November 11, 2023: 9:00am - 11:30am

This course reviews the top mistakes Advisors typically make in a selling situation in a fast- paced, fun way and shows you what you can do to avoid them! The class will be interactive and will combine instruction, stories, and role-playing to showcase each mistake. At the end of each section, there will be an easy-to-implement action list to avoid these common pitfalls. You will learn how to identify the most common mistakes made on the front counter every day and discuss best practices. You can use the tools that will be provided in these situations to guarantee success.

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