activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial having on them Should potential client not qualify, keep their details for possible future follow-up 3. Match to questions from clients accurately and clearly Keep in contact with the client even after LOA has been