You can’t help a prospect if they never become a client.

You can’t help a client if they don’t implement your advice. Like it or not, both require a skillset rooted in sales. As Nancy Bleeke points out, sales isn’t about being pushy.

It’s simply an information exchange.

And the purpose isn’t to convince someone to do something. Rather, it’s to guide them through a process that leads to a confident, comfortable decision. Fortunately, Nancy teaches advisors around the world an approach to convert prospects into clients without being salesy.

We discuss:

Why an “anti-sales” mindset is harmful to prospects and clients
A 4-point framework for prospect meetings
Why “ghosting” happens and how to fix it
“Rightsizing” your services to exactly what the prospect wants and needs
How to “close” without being salesy
And WAY more!

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