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Closing 92% of Your Prospects
in a Two-Session Close

Richard Parker is one of the industry's top producers, having reached the million-dollar level in personal production for several consecutive years. Richard learned early in his career that it is much easier to close a client in two sessions, rather than in one. In this video, Richard shows you an actual meeting for both Session One and Session Two of his Two-Session Close.

Richard demonstrates a Session One that is designed to lay out the financial challenges that the clients face. Once those challenges are identified, the financial planner receives approval from the client to complete a plan, along with a conditional agreement to pay the planner for his services. Richard then shows you how to tie this into Session Two and remind the client of their agreement to implement the plan if it meets the following three conditions:

  1. They feel comfortable with the plan,
  2. they feel comfortable with the investment,
  3. and they feel comfortable with the adviser.

A Valuable Resource

Richard Parker's basic and easy to understand presentation has had a positive impact on hundreds of planners' practices over the years. This video is a must for any financial planner seeking to increase their closing rate and thereby increase the revenue to their firm.

This is not theory. Richard has developed a practice that had documented over a 92% close rate for the last decade using this two-session approach.

The "How to Close 92% of your Prospects with a Two-Session Close" video is available with the PracticeMasters' standard 30-day money back guarantee.