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Lesson 2 – Initial Contact and Introductory Calls

You’ll learn how to field initial client contacts, how to conduct inquiry calls, what to say to potential clients, what questions to ask, how to help potential clients get what […]

Lesson 4 – How to Perform an In-Depth Assessment

You will learn how to conduct in-depth client assessments based on open-ended questions and reflective listening. You will receive examples of in-depth assessments and guidance on how to complete them. […]

Lesson 6 – How to Implement an Action Plan

In this lesson, you’ll learn how to present an Action Plan to a client. You’ll also learn how to implement those steps. We’ll teach you how to assess and reassess […]

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