NSW Symmetry Training

Wednesday, Jul 12, 2017 at 9:30 AM to 4:30 PM AEST

Chifley Square , Level 11/1, Sydney , NSW, 2000, Australia

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Wednesday, Jul 12, 2017 at 9:30 AM to 4:30 PM AEST

1 Chifley Sqaure , Chifley Square , Sydney , NSW, 2000, Australia.

Date:     Wednesday 12th June 2017

Venue:    Level 11/1 Chifley Square, Sydney NSW 2000

 

Time:       Morning Session 9am-1230pm

               Afternoon Session 1:00pm-4:30pm

 

 

Must bring laptop and internet

 

Must arrive 5 mins early, there is time constraints and lots to get through !

 

Cancellation fee: $25

 

 

9:00am – 10:00am

·        Enter pre-filled fact find and discussion on best practice

·        Customers, Income, Expenses, Assets & Liabilities

·        Run a Veda Report

 

10:00am – 11:00am

·        Using a Lead scenario to manage pipeline

·        Sales tools including Serviceability, Product Finder (Multi) and Funding Calculator

·        Demonstration of generating Compliance Docs

 

11:00am – 12:00pm

·        Convert to loan and push through to Apply online

·        Generate a Vow Loan Protect referral

 

12:00pm – 12:30pm

·        Briefcase – Uploading docs, using tasks and customer filenotes

·        General Q&A

 

Vow Financial

https://www.vow.com.au

Vow Financial

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