On-Demand Event

How to Customize a Winning Sales Process

Please answer the following questions to watch this exclusive session

First name*

Last name*

Email*

How would you best describe yourself?*

Want us to send you marketing advice, launch strategies, and compliance tips?

Yes, that would be helpful!
No, I don't need to stay up to date.

By clicking submit, you consent to allow XYPN Marketing to store and process the personal information submitted. We do not share or sell your information. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting your privacy, please review our Privacy Policy.

Join XYPN Sales Coach BB Webb to learn more about how to create a winning sales process that not only works, but that feels natural. BB will outline and discuss her proven sales process that has helped countless financial advisors convert prospects into clients, and will share how you can customize six key sales tenets in a way that works for your firm. When approached as a both an art and a science, sales doesn't have to be cringey—in fact, it can even be kind of fun.

Featuring

BB Webb

XYPN

Ways to Join

Use Cases

Advisor Success

Case Studies

Emerald

Add-ons

Sapphire

Case Study

Topics

Resources

Events

On-Demand Event

How to Customize a Winning Sales Process

Please answer the following questions to watch this exclusive session

Featuring

BB Webb

Get weekly updates straight to your inbox

You May Also Like

30 Sales Tips for RIA Owners in 30(ish) Minutes

Streamline Client Onboarding: How to Create a Frictionless Experience Using fpPathfinder, Wealthbox, and RightCapital

Stop Wasting Time: Automate Client Onboarding and Boost Efficiency with PreciseFP

XYPN Makes it Possible