VFG Tier Manager In your VFGPro Virtual Office or VFGContact.com Be sure to use the tools in your VFGPro Virtual Office or VFGContact.com systems to help you stay on top of all of your follow-up activity.
Closing the Sale – Tiers Three and Four Whether someone joins VFG or chooses just to become a client, it is important to use the same sales process each and every time. This ensures that every client has the right plan in place designed to meet his or her individual needs. It also makes the process you use duplicable throughout your team. In VFG all Tier Three and Four Client Presentations/Financial Needs Analyses (FNAs) are completed by a licensed, trained and experienced Financial Consultant.
For Internal Use Only
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