How to Customize a Winning Sales Process

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.

In This Recording

Listen as BB shares her expert advice on:

The art and science of sales
Six tenets to confident selling
Converting a lead to a prospect
Compelling messaging
And much more!

Mentioned in this recording:
Want More Clients? Follow This Sales Philosophy
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors
Why You Need to Align Your Firm's Marketing and Sales Strategies XYPN Radio Ep #237: Personalize Your Sales Process with BB Webb
14 Sales Hacks for Independent Financial Advisors
How to Successfully Navigate the First Sales Call

Featuring

BB Webb has a background in both the arts and as an entrepreneur. She first learned about sales while touring her one-woman play across country and later through successfully growing her award-winning Atlanta based special event venue, selling it 14 years later to make a move to Bozeman, Montana.

As XYPN’s Sales Coach, BB’s primary goal is to assist XYPN members in building great relationships, plans and processes for selling their services as Financial Advisors. With a focus on consultative selling, BB’s programs and resources are developed to guide members in creating their own systems and conversations for selling their unique services, fearlessly and with joy.

Free On Demand Event

How to Customize a Winning Sales Process

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