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…
Sales can feel a lot like a chess game — a careful consideration of the pieces on the board with a thoughtful approach to how you…
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…
To ensure that your talents and natural abilities are a gift, you have to build a business that treats your talent as a piece of…
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…
How we approach implementing new ideas is more important than reaching for the perfect plan. Again and again, we see that advisors are masters of...