Ep. 5 - Success Starts with your Financial Advisory Sales Process

Attracting new clients is the lifeblood of any business.  But your sales process doesn't have to be just talking people into working with you.  A well thought-out sales process enables you to attract the exact kinds of clients you wish to serve.  This podcast will help you create that process by exploring all six of the building blocks of a great sales process:  pipeline management, the prospect's experience, account penetration and asset capture, the fee based revenue model, effective events, and attracting high net worth clients.