by Brie Barker | Dec 1, 2004
PROJECT 2004 My Roles ~ Facilitator, Coach Northern Trust Consultative Selling for Wealth Strategists I helped Wealth Strategists learn how to become more adept in their 5-point Selling Process when speaking with their high net-worth clients. Project Lead: ...
by Brie Barker | Dec 1, 2004
PROJECT 2004 My Roles ~ Facilitator, Coach Northern Trust Relationship Management Skills I helped Relationship Managers improve their ability to secure new opportunities with existing clients using their 5-point Selling Process. Project Lead: ...