Financial Advisor Success cover image

Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire

Financial Advisor Success

CHAPTER

How to Sell and Close Business Effectively

The firm's new clients last year in 2021 it was almost fifty percent were from referrals fifty percent was from marketing and then the rest of our business was from client upsells okay so talk to us for a few moments of just we talked so much about the the leads and all the different funnels that you use right. Just all the ways that basically the firm prospects so the advisors don't have to prospect they simply can answer the phone when a prospect calls in or wants to meet and is interested in moving forward. So how does this work from the the senior advisors who are ultimately responsible for selling and closing business like how does this handoff happen when did they get involved and what did

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner