Executive Report
3 Points
Earners of this badge have learned to demonstrate proof of performance to their clients with the Executive Report by completing the ‘Engage and Retain Your Clients with the Executive Report’ course and successfully passing the final quiz.
2 Steps
- Complete the course Engage and Retain Your Clients with the Executive Report 1 time (Optional)
- Complete the lesson From Prospect to Profit: The Executive Report 1 time (Optional)
