How to Name Your Financial Sales Process

Name Your Process for Financial Advisors

English - February 25, 2021 23:00 - 9 minutes - 5.87 MB - ★★★★ - 6 ratings
Marketing Business financial advisor financial advisor podcast don anders advisors excel brian theis Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

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