The Client Needs Assessment is the foundation of my sales process. When people ask me how I did over $8 million in annuity sales last year, I tell them there is no "secret." I'm just using the Client Needs Assessment.
If you want to start using the needs assessment, but you feel like you need a little more guidance, I'm hosting a webinar on Tuesday, April 4th at 2pm Central to share all my tips!
