Standard Deviations with Dr. Daniel Crosby cover image

Taylor Schulte - The Power of an Abundance Mindset: Tips to Attract Wealth and Happiness (Live from San Diego)

Standard Deviations with Dr. Daniel Crosby

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The Bottom of the Funnel

A lot of advisers get so focused on these other things up above that they forget, like, i need to have a good sales process once somebody says, i'm interested. I recently put together a self paste course for financial advisers called the ultimate sales process. And we had a tonis success with this sales process, converting just over 60 % of the people that came through our process. We added about 400 thousand dollars in new recurring revenue during those 24 months.

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