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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. Prescriptive Selling-Goal & Metric Planning

    This skill teaches clients how to set goals, how to measure success effectively, and how to build a detailed sales plan. An effective sales plan connects long-term goals to short-term goals.

    7 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced