January 2021 MPC Event Thumbnails - Recorded

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