Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
00:00
Is There a Sales Plan?
A sales plan says, what exactly am I targeting to? How many clients you did it earlier, right? You talked about numbers. I'm 20 new clients this year. Do we want these to come from referrals? Do we want to find two COIs? So it doesn't have to be a perfect science. It needs to be a focus. And so I think that that's one area because of this hesitancy around sales and sales is dirty," he said.
Transcript
Play full episode
