In-Person Service Teams

$6,500.00/day + expenses*

Client experiences is our game! 

We cover in-person guest experiences and sales process while knowing how to retain clients! Advisors will know how to serve up great client experiences with a whole lotta CSI & selling strategy behind actions and words! 

But wait…there’s more! We cover phone approaches and objection handling!

You will increase your CSI, RO gross while reducing declines! The goal is a retained client who loves working with your team! 🛠️

*Single Rooftop