Cohen Brown Virtual Workshop: Conducting Hidden Clues Clinics
Date: Tuesday, March 11, 2025
Session Times:
8:30 AM – 9:30 AM HST
11:30 AM – 12:30 PM PT
1:30 PM – 2:30 PM CT
2:30 PM – 3:30 PM ET
Duration: 1 Hour
A Hidden Clues Clinic teaches your team how to identify specific financial clues from clients/members/prospects and the actions to take based on those clues. We will run through the process of the clinic as well as how to script the related tag-on and the benefit statement during a banker conversation.
HIGHLIGHTS
- Review of the five steps to conducting clues clinic
- Distinguishing between a feature and a benefit with the Big Five Financial Benefits
Who Should Attend: Conducting Hidden Clues Clinics will benefit those who manage and coach employees in the branch environment.