Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire
Financial Advisor Success
00:00
How to Frame a Sales Process
The first meeting is very just connecting learning what are their goals. The second meeting is called the possibility session and so how we train our advisorsHow everyone's trained now when I used to say at the second meeting how do we get this client to jump on board right? So in that second meeting for us it's really like we're doing high level e-money planning, cash flow planning just tax planning everything from a high level but we're not the goal is to not say here's the port here's where your portfolio is now and here's where we're gonna put you because then that client has 20 decisions to make well do I sell this do I buy this you know?"
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