Meet
Jordan

Jordan wants to open a college fund for his new baby daughter. Your job is to help Jordan open the right kind of account that fits his specific needs.

You are about to meet with Jordan again and he hasn't yet revealed his specific needs or goals.

What You'll Do

  • How to ask good questions
  • Practice with your prospect
  • Reflect with your coach

Jordan wants to open a college fund for his new baby daughter. Your job is to help Jordan open the right kind of account that fits his specific needs.

What would you ask Jordan to learn more about his situation or what he hopes to achieve?