Case study: How a Financial Services Director used 360-HappiU® to negotiate effectively
Editor’s note: Dovanson is a Financial Services Director who utilises effective negotiation to make financial advisory a reassuring experience for customers. He’s a satisfied client of 360F who enjoys using their scoring tool called 360-HappiU®.
What is your current role in your company?
I’m a Financial Services Director with reporting advisors below me.
How do you use 360-HappiU® with your prospects?
I use it as a pre-sales engagement exercise ….