The Art of Advice: Sales Strategies for Financial Advisors
Want to learn how to sell the value of financial advice? Or have organic conversations with prospects that don't feel rehearsed or forced? Or convert more prospects into clients? Then be sure to join XYPN Sales Coach BB Webb as she breaks down how to create a winning sales process step by step. BB's proven sales process has helped hundreds of financial advisors convert prospects into lifelong clients. The best part? You can customize six key sales tenets in a way that works for your firm—and BB will show you how.
Event Details
Listen in as BB shares her expert advice on:
- Key attributes to develop your sales strategy
- Personalizing your sales process
- Knowing your role and your value
- Embracing a sales process
In the meantime, you might enjoy these helpful resources:
- 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
- #FASuccess Ep 210: Growing Your Client Base By Making Advice The “Product” And Quantifying Its Value, With Sten Morgan
- Kitces & Carl Ep 50: Overcoming Referral (Asking) Reluctance And Taking The Risk Of Marketing Yourself
