System Details
The Vision Coach Relationship BuilderTM is an innovative new way for financial advisors to start business relationships with wealthy investors.

Target Investors: Well employed, married, homeowners over 55 years old; minimum $250,000 accounts.

Technology Required:

  • High speed Internet access with web browser
  • Laptop computer with PowerPoint XP 2003 or later version
  • Digital (multimedia) projector with 600 x 800 minimum resolution
Skills Required:
  • Effective group presenter with interest in Life Coaching
  • Organized for step-by-step marketing and sales processes
  • Good at prioritizing and following up on multiple opportunities
  • Can process high volume of wealthy prospects through analysis and recommendations processes
If you have any questions please feel free to call Steve Moeller at 800-678-170, or email us at smoeller@businessvisions.com

Read on:  System Benefits

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Updated on 03/20/2006.