Digging Deep into Probing Questions

Nov 01, 2017 11:00am -
Nov 01, 2017 12:00pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Uncovering the known and unknown needs, the current needs, and the future needs of your customers and prospects is the core of a needs assessment. During this session, we will focus on the effectiveness of open-ended and closed-ended probing questions and statements that take you to the financial recommendations for your customer or prospect. You will learn the steps to note-taking in three areas of financial need, pairing features of a product with one of the big five financial benefits, and which opportunity events to note for future follow-up.


This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Jul 01, 2017.
Regular registration starts on Jul 02, 2017 and ends on Aug 31, 2017.
Late registration starts on Sep 01, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00