The game teaches bankers, investment consultants, accountants and financial advisors critical business development skills needed to be successful in the financial services industry. Quota® FINANCIAL™ covers all critical steps to prospecting, qualifying and meeting potential clients and then managing their expectations and requirements through to a successful investment commitment. Participants play and learn in a team-based format that is fun, interactive and competitive. Case studies, terminology and client situations accurately reflect the day-to-day reality of financial service Distributors. Quota® FINANCIAL™ is in development and is lead by a senior financial services executive with over 30 years industry experience.

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