Course curriculum

  • 1

    Overview

    • What is N.U.M.E.R.A.L.?

    • What You Will Learn
  • 2

    #1 — Advisor vs. Salesperson: Why Does N.U.M.E.R.A.L. Matter?

    • Being an Advisor: The Way of the Future

    • The Outdated Salesperson Model

    • What Does an Advisor Do?

    • The Advisor Model

    • Turning Contacts into Repeat Clients

    • Lesson Summary

    • Let's Review
  • 3

    #2 — N.U.M.E.R.A.L.

    • A Career-Building Acronym

    • Needs

    • Urgency

    • Motivation

    • Expectations

    • Resources

    • Authority

    • Loyalty

    • Lesson Summary

    • Let's Review
  • 4

    #3 — Tracking Your Client’s N.U.M.E.R.A.L.

    • Your Client's N.U.M.E.R.A.L.

    • Course Summary

    • Congratulations!
  • 5

    Survey

    • What did you think? Tell us.