John and Dan are back with another installment in their series on adapting your sales process to the realities of phone or virtual appointments. As most of the country shifts...
Join Dan and John as they work through the 5 keys to conducting successful virtual and phone appointments. As more workforces shift to remote-only schedules, this is an opportunity to...
In this client-exclusive webinar, John and Dan revisit the process of finding pain and use an in-depth roleplay to demonstrate how techniques for finding pain might play out on a...
Building trust and rapport with your prospect is not just about what you say. It’s also about how you behave. In this webinar, Dan and John talk about how you...
To close out the year, Dan and John pack a wide range of sales insights into this client-exclusive webinar. From who you bring on a sales call to how you...
If you follow the traditional proposal process, you give your clients an insight into your business that is easily shared with the incumbent and your other competitors. How do you...
John and Dan sit down to talk about a common roadblock in sales that is sometimes invisible to advisors: the way your competitors sell. If your sales process does not...
Engaging high-value prospects almost always means unseating an incumbent advisor. If your sales process does not strategically address this challenge, the prospect is unlikely to drop their current advisor to...
The first few moments of a meeting could make or break the rest of the sale, and you might not even realize what you are doing right or what you...
Many advisors are often worried about coming across as pushy in their sales process, which can mean that they back down in places where they should have stood their ground...