This story is one of my all-time favorites, and it illustrates how counterintuitive a sales pipeline sometimes can be. One of our advisor clients specializes…
John and Dan tackle a range of insights from the field to uncover trends in the challenges and obstacles facing PT clients. Since this content…
In this exclusive PT webinar, Dan and John walk through the three most common sales mistakes advisors make when taking an appointment. This installment is…
Early in our careers, every appointment feels like an entirely new problem. We encounter roadblocks we didn’t expect. Prospects ask questions we weren’t prepared for.…
In this exclusive webinar, Dan and John dive deep into the incumbent dynamic and how you can build a sales process that puts you in…
Build a high point for your prospects and deliver a sales experience that leaves you and your message echoing in their minds and that leads…
In this exclusive webinar, John and Dan breakdown the top 5 objections salespeople are likely to hear and discuss tactics and strategies for overcoming them.…
This is the nature of reward and the nature of growth. The biggest opportunities lie in places where you are not currently engaged. The unknown…
John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services…