- The Prospecting is creating a high activity rate so that you find prospects to begin the connection.
- The telephoning, approach, and fact-finding stages all start to build the trust with the clients. During these parts you also find out what the clients goals are.
- The preparation is with activity and proves that you are willing to put in the work for your clients. The preparation shows the prospect how they can accomplish their goals.
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- The Closing is all of the client, they have freedom and you want them to want to invest with you so they stay an active client rather than just a sale.
- The follow through is the continuous proving of your commitment to your client and their trust to help them accomplish their goals.
