Join me as Dan and I discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. How…
The heavy lift of getting appointments with new prospects is just that - a heavy lift. Once you are there, the challenge of differentiating yourself…
Marketing isn’t a shot in the dark. It’s not a guess or a gut feeling. Successful client acquisition methods are all about discipline, consistency, and…
How to prep and not make assumptions and how to follow-up for the immediate and long-term. These approaches come from years of successful PT clients…
Join me for a fast paced 30 minutes not only on why advisors don't think BIG, but also what you can change today to start…
Join Dan and John as the wrap up the virtual series with a conversation around marketing into troubled times along with some “level 2” considerations…
John and Dan are back for another exclusive webinar on virtual and phone sales. This is a continuation of our recent series on this approach…
As the COVID-19 crisis continues to force businesses to adjust to working remotely, these tactics and tips are crucial to making every prospect count.
Adapting your sales process to the realities of phone or virtual appointments. As most of the country shifts to this business dynamic, these are crucial…