Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
Basic sales training is all well and good, but the reality is that 'selling' happens everywhere.
Armed with the right sales skills, advisors can quickly turn everyday conversations with prospects into legitimate business opportunities.
Prospects are hard enough to find; don’t let them slip through the cracks once they’ve begun your process.
Four key components useful in any form of human interaction.
Body language cues and human behavior tips to help knock off the networking rust.
Catchlight, a Fidelity Labs–incubated startup, wants to help advisors convert more leads into paying clients.
A simple 3 step guide to help you weave trust into your client, COI, and prospect relationships.
Don't take language for granted.
The benefits far outweigh the risks.
