Finance Menu Presentation | Column Transitions | Elite FI Partners

In this video, we break down the art of navigating column transitions during the menu presentation process. Learn how to strategically allocate time across Core and ancillary products to maximize impact and maintain an engaging flow. Discover why we dedicate 80-90% of our presentation to the first column and how key terms like forfeit and downgrade guide customers through their options. Watch as we demonstrate effective transitions, emphasize the trade-offs, and wrap up with clear, customer-focused questions that drive decisions. Perfect your approach to ensure clarity, confidence, and successful outcomes in every presentation!