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The First Step Live
October 8, 2025 @ 3:00 PM - 5:00 PM
$295
2 hours – $295.00 –Complimentary for Fixed Ops University Members
Wednesday, October 8th 11 AM ET
Offered monthly for new hires or anyone needing a refresh-Start your team out right with this professional process training!
Advisor training participants will master how to:
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- Greet clients professionally
- Focus on clients’ concerns by asking thorough diagnostic questions
- Reaffirm their understanding of the client’s concerns and put their minds at ease
- Perform a complete walk-around
- Inform the clients of all maintenance needs by giving benefit-based presentations
- Implement the “What’s in it for me” approach
- Build lasting relationships to increase customer retention
- Personalize closing techniques
- Offer realistic promise times
- Follow up and inform clients throughout the day
- Schedule the next visit