BEP 399 – English for Sales: Financial Services (3)

Introduction

How to Be a Successful Wealth Manager

The Importance of Clear Evidence in Answering Tough Questions

How to Explain Jargon to a Prospective Client

How Robert Introduces the Fee Structure

How to Work on a Commission Basis

How to Choose the Right Wealth Management Firm

How to Talk About Your Financial Goals

How to Sell Financial Services