06/10/2025: Performance Results Network
Teleconference: Digging Deep into Probing Questions
Date: Tuesday, June 10, 2025
Duration: 1 Hour
Uncovering the known and unknown needs, the current needs, and the future needs of your clients/members and prospects is the core of a needs assessment. During this session, we will focus on the effectiveness of open-ended and closed-ended probing questions and statements that take you to the financial recommendations for your client/member or prospect.
HIGHLIGHTS
- Learn the steps to note-taking in three of the four areas of financial need
- Pairing features of a product with one of the big five financial benefits
- What opportunity events to note for future follow-up
Who Should Attend: Digging Deep Into Probing Questions workshop benefits bankers and managers who lead and coach bankers.