Paula M. Caputo, Professional Development Manager at Commonwealth Financial Network, on a three-day Consultative Selling Skills program that built stronger advisor-client relationships.
I want to thank you for the quality of the recent Consultative Selling Skills program held here at Commonwealth Financial Network. As professional development manager, my goal was to bring a program in-house to assist individuals in developing stronger consultative relationships with our representative client base. This program, called "fantastic" by one participant, did this — and more!
The program provided a good, balanced mix of theory and practice exercises, keeping the class involved throughout the three days. Our instructor engaged the class from the start with his extensive knowledge and enthusiasm toward the material. He was able to make the material "real" to the participants by integrating their experiences into role plays and exercises. His dynamic personality and ability to connect with his audience made the program a success.
Working with you to coordinate the program, instructor, and delivery of materials was a seamless, efficient, and easy process. We are pleased with the positive feedback from the program. Please do not hesitate to ask me to be a reference for prospective clients.
Paula M. Caputo
Professional Development Manager
Commonwealth Financial Network
