Retelling the Roundstone Story

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About this Course

For today’s sales executives, telling an effective story isn’t always easy – especially with a complex solution that needs to be retold to other decision-makers. Our Discussion Guide exists to help you tell Roundstone’s story in a powerful and compelling way. The Guide helps you to simplify the message, distill the key points, back up the points with supporting data, and lead to a compelling next step. 

With a brief intro by Roundstone’s Executive Vice President of Sales, Rob Hamilton, and a roleplay between an advisor and an employer, this course demonstrates how to effectively present our Discussion Guide, tell the Roundstone story, and communicate the value of self-funding with the captive model. It is an essential tool that will help steer your success. 

This course does not have a quiz. After watching the roleplay, click “Mark Complete” to earn your badge. Your course credit badges will be displayed on your profile, and friends can see which ones you’ve earned!

Please download these materials to assist your learning throughout this course:

(1) Roundstone's Discussion Guide