August 2019 MPC Thumbnail - RecordedHow to Start Loving the "S" Word... Sales

Sales. This word has a strange way of making people—especially financial advisors—cringe. Probably because when most of us think of sales, we immediately imagine a used car salesman—that slick-tongued guy who makes a living by overpromising and underdelivering.

But here's the thing. That's not what sales is really about. With the right tools, the art of selling transforms from sleazy to strategic. In this on-demand event, XYPN members Craig Joncas and Jeremy Walter will inspire you to embrace the "s" word. 



In this video

Listen as Craig and Jeremy discuss:

  • Pipeline development for their firms
  • Their approach to client discovery meetings
  • How to transition to the fee conversation
  • How to address hesitations or objections
  • Their most challenging "sales" tasks
  • XYPN tools which have helped their firms