Credit Deep-Dive: Using the Customer Credit Report to Co-Develop Action Plans

Wednesday, October 28

3:00 PM ET | 12:00 PM PT

Join us for this community training and the next time your customer tells you that they’re overwhelmed by their debt, or don’t know how much debt they have, you will be able to:

  1. Help them pull and review their credit report, and organize and prioritize their debts, which will help to reduce your customer’s overwhelm and uncertainty;
  2. Work with your customer to develop an actionable plan that addresses and eliminates credit- and debt-related barriers to achieving their financial goals; and
  3. In the face of stress and discouragement on the part of your customers, you will feel confident in your ability to apply a non-judgmental coaching approach to keep customers motivated and accountable.

Keep Reading