Sales and Client Acquisition - Nationwide Tax Experts

About Course

Ten lessons on finding, serving and keeping tax clients the Nationwide way: discovery, listening, trust, objections, ethical representations, closing and follow-up. Practice with the AI Call Coach using fictional prospects.

Course Content

Lessons

1. Needs Discovery
Self-Evaluation: Needs Discovery
2. Active Listening
Self-Evaluation: Active Listening
3. Building Trust
Self-Evaluation: Building Trust
4. The Nationwide Service Model
Self-Evaluation: The Nationwide Service Model
5. Clearing Up Misunderstandings
Self-Evaluation: Clearing Up Misunderstandings
6. Understanding Rejection
Self-Evaluation: Understanding Rejection
7. Handling Objections
Self-Evaluation: Handling Objections
8. Ethical Representations
Self-Evaluation: Ethical Representations
9. Closing the Conversation
Self-Evaluation: Closing the Conversation
10. Follow-Up That Converts
Self-Evaluation: Follow-Up That Converts