Certainty Advice Podcasts

Quoting with Certainty


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Poor quoting leads to wasted time, under-pricing, over-delivering and poor growth. Quoting is often driven off the wrong premise to 'win' new clients, rather than 'grow' the number of valuable clients. This session outlines some of the frameworks required for advisers to consistently, effectively and methodically quote their advice for both existing and new clients.

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Certainty Advice PodcastsBy Jim Stackpool - Founder Certainty Advice Group