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Professional Edition

Understand behavioral economics and how today’s consumers make financial decisions.

Incorporate small changes in language and technique to ensure greater client engagement.

Quickly build trust and develop stronger relationships with more potential clients.

Learn advanced questioning skills to execute courageous conversations with confidence.

Overcome self-limiting beliefs to take their business to the next level.

Prioritize clients to maximize time and identify cross-selling opportunities.

Your Experienced Advisor Will:

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Re-Energize Your Experienced Advisors and Equip Them With the Advanced Skills To Take Their Practice to the Next Level!

Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. The Professional Edition provides experienced representatives with in-depth insight into behavioral economics, buyer and seller psychology and sales techniques utilized by the top producers in the industry.

Creating a Sense of Urgency

Cross Selling

Language Demo: Collaborative Commitment

The Four Facets
of Trust

Increasing Practice Efficiency

Experience Some Samples of Our Professional Edition Content Below!

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It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors.

New skills are mastered through practice, role play, application projects and follow up coaching.

Lessons are made memorable through use of real-life case studies.

Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources.

Why Professional Edition Works:

Schedule a Demonstration

Professional Product Sheet Download

Professional Edition

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