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Tips on Getting Your Foot in the CFO's Door
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"Tips on Getting Your Foot in the CFO's Door"
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Getting in front of a CFO can be the final piece of the sales puzzle, but brokers need to be prepared. Use these tips and a checklist to ensure you can do just that.

The best benefits brokers have set themselves apart and become business consultants – not just facilitators. If you can offer CFOs something new, they are more likely to trust you as they make financial decisions regarding benefits. 

It all starts with having the right solutions and services, as well as offering them at the right time. 

Read this article to get a checklist of what you need to do to prepare for a meeting with the CFO.

Additionally you will receive:

  • Tactics to help you get an actual meeting with a CFO
  • Info on how to overcome roadblocks and make the case for certain benefits offerings
  • Tips for better ways to foster relationships 


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