
Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire
Financial Advisor Success
The Importance of Proposal Specifics in Sales
i don't feel like you ever really get to that level of proposal specifics until meeting number three which is after they've actually started to sign paperwork so am i am i either am i missing something in that process or is it just no you don't actually go there. That was one of the big the huge turning points in our career is realizing that you don't have to show every single fine detail and then you open up all these possibilities. The inflection point for us was taking all those decision points to one right, he says.
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.