Advisor Mistakes & How to Avoid Them
presented in person by Rick White
This course reviews the top eight mistakes Advisors typically make in a selling situation in a fast-paced, fun way shows you what you can do to avoid them! The class will be interactive and will combine instruction, stories, 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 tools that will be provided in these situations to guarantee success.
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MWACA Policy Regarding In-Person Meetings:
Attendees agree that by attending the meetings they have not been exposed to anyone with or suspected of having COVID-19 and they themselves have not had or exhibited symptoms within the last 14 days. Social distancing will be practiced, as well as any local and venue regulations.