Learn how to have a deep understanding of high-asset clients and can do what they like, use key words to make planning easy for high-asset clients, strengthen personal image and value, enhance others' trust in themselves, and at the same time allow clients to identify with the second generation. Learn how to operate high-asset clients on a sustainable basis and make a steady stream of introductions.
1.對於高資產客戶能有深刻了解,並能投其所好
2.運用關鍵話語,讓高資產客戶輕鬆接受規劃
3.如何強化個人形象與價值,提升他人對於自己的信任感,並同時讓客戶第二代認同。
4.學習到如何能夠永續經營高資產客戶,並做好源源不絕轉介紹