Finance Broking Client Journey

Understand your prospective client’s needs and motives, how to set expectations and meet their objectives during the lending process. This course is ideally suited to finance and mortgage brokers seeking to better understand their clients buying motives and service expectations.

Topics Covered

• Determining the prospective client’s understanding of financial processes
• Understanding the prospect’s needs
• Buying motives
• Risk profiling
• Sales resistance
• Developing professional business relationships