Name Your Process for Financial Advisors artwork

The Key to Growing Your Financial Practice

Name Your Process for Financial Advisors

English - February 25, 2021 23:00 - 7 minutes - 4.61 MB - ★★★★ - 6 ratings
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Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical.  

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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