Response Form

The end of the class is the most important moment for converting attendees into meetings, and this video walks through exactly how to handle it. You’ll see how to introduce the response form, guide participants through the six pillars of financial planning, and let them self-identify the areas where they feel concerned or unsure. The video also covers how to offer the complimentary meeting in a low-pressure way, so prospects feel they’re choosing to come in rather than being sold.