I wanted to end our sales series on the podcast by sharing some tips and best practices. So, my team reached out to some successful financial advisors who run their own practices and collectively have 20 years of experience in sales, and asked them to answer 3 questions:
What are your best outreach tips for getting a meeting?
Once in that meeting, what are your favorite questions to ask to create connections?
How do you follow-up with people who don’t become clients right away?
Listen in as three advisors share their top tips for getting that introduction and closing the deal. You might want to grab a notebook or open up the notes app on your phone to capture the content that is about to come your way.
1:13 - Amy Stiner shares her answers to my questions
4:13 - Tory Garber shares her answers to my questions
6:16 - Irina McGrath shares her answers to my questions