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AGENDA - Sample
$ INTRODUCTION
$ HOW TO OPEN A NEW ACCOUNT
$ THE OPENING STAGE
$ APPOINTMENTS
$ TELEPHONE TIPS
$ NEW ACCOUNT EXPLORATION
$ FACE-TO-FACE VS. PHONE
$ ACCOUNT PENETRATION
$ WRITTEN COMMUNICATION
$ FORECASTING
$ GOAL SETTING
$ JOINT CALLS
$ QUESTIONS & ANSWERS
$ ACTION PLANS
$ FOLLOW-UP
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