LUTCF Class starting October 1st
FA 200
Techniques for Prospecting: Prospect or Perish
This class teaches
advisors industry proven methods for successfully identifying, selecting, and
approaching prospects for financial products and services. The course covers
procedures for creating prospect awareness, target marketing concepts, and
prospect qualification and prioritization techniques. Students learn how to
overcome the psychological barriers to prospecting and innovative approaches to
setting income and activity goals. Strategic, tactical, and operational
business planning processes are presented in detail along with effective
contact management systems. In addition, practice management concepts,
professionalism, and ethics are explored.
Class moderator: Debra
Webb, (209) 545-7344
Class location and time: We will be
alternating the class location between Modesto and Stockton using the State
Farm Agency Field Offices. Our first class will start October 1 at the Modesto
location, 1700 Standiford Ave #215, Modesto. Our second class, October 8, will
be at the Stockton location, 9 South El Dorado St, Stockton and we will rotate
each week until completion of the class. The last class will be on November
19th and the exam will be on December 3. Class will be held from 1:00 - 3:30
pm.
Where do I go sign up/register for the class?
Register
through The American College:
Online: Create your user account and
register for your course
here.
Phone: Call the American College Student
Services Counselors at 888.263.7265 (Monday-Friday 8:00 am - 6:00 pm, Eastern)
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For information on the LUTCF and FSS designations visit:
http://naifa.org/benefits/education/professional.cfm
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