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Coach's Corner: We are all emotional beings. That's what defines our humanity. So learning how to handle difficult emotions, particularly around the sales process, is a critical success skill for all advisors.
You've made the cold call or gotten the referral; now it's time to make the sale. Don't start winging it at this critical juncture—follow these tried-and-true steps for converting prospects to clients.
Setting yourself apart from other advisors is absolutely vital in an environment where more and more of the services you provide are becoming commoditized. Learn how successful advisors are differentiating themselves.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024