At this upbeat and practical session Brian and Mark share powerful sales concepts advisors can use immediately to improve results at every stage of the sales cycle.
Based on the theory of conceptual selling — promoting what a product does rather than what a product is – these simple yet effective ideas help advisors present insurance and investment solutions in ways clients can understand and appreciate.
Do you have a “personal brand”? How well does it stack up against your competitors? How memorable is the overall experience in the eyes of your clients?
Drawing on the proven systems used in their own financial planning practice, Brian and Mark show you ways to bond with clients by developing a client experience that is enticing, consistent and uniquely special. Learn not only how to attract new clients, but also how to keep existing ones.