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Fact Finding: The Foundation of the Sale

Author: O. Alfred Granum, CLU; Barry Alberstein, MBA, Ph.D.; Delia Alberstein, CLU
ISBN: 087218806X

The key to establishing and maintaining profitable, long-term client relationships is the ability to achieve a comprehensive fact-finding interview. In this book, you’ll not only learn why it’s important and how to conduct the fact-finding interview, but also proven techniques for gathering client information and preparing solutions that will motivate your prospects to take action.

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Fact Finding: The Foundation of the Sale
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Pub Number: 1380000
Price: $14.95

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Master the science and the art of financial services sales success with Fact Finding: The Foundation of the Sale. The powerful approaches contained in this book are a major reason why the One Card System has remained a proven practice management system for over 50 years! Fact Finding, The Foundation of the Sale includes information you must know, including:

  • The psychological laws of the fact finding process and why it is the most important step in the sales process
  • The psychology of creating attraction, bonding and trust during the fact finding interview
  • Can't-miss techniques for identifying client interests and needs
  • Step-by-step procedures for effective fact finding, even recommended sales language and insight to the purpose for each question