AGENDA OF A TYPICAL BRANCH OFFICE VISIT

Seminars often involve three to four topics presented in one location or one to two topics presented in two
locations
within the area. Here's a recent example:

8:00 a.m.
First Topic: Prospecting in the Age of the Do Not Call List
9:00 a.m.
One-on-One Sessions begin (30 minute scheduling)
Noon
Second topic: Why You? Establishing Your Value with HNW Prospects
1:00 p.m.
Third Topic: Transforming Wealthy Friends Into Clients
2:00 p.m.
One-on-One Sessions continue (30 minute scheduling)
4:15 p.m.
Fourth Topic: Basics of Closing Techniques

 

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