Preview of Webinar
Craig Andrews
Principal Ally
allies4me
 
FREE WEBINAR LIVE IN:
19 20 26 5
DAYS HOURS MINUTES SECONDS
Join Me LIVE Friday, February 7th at 1:00pm Central Time for ...

How Financial Advisers Can Use a 6-Stage Teaching Pitch to Close More Clients

One style dominates. 54% of complex sales are closed by a single sales style. And it’s not the one everyone thinks.

No, the Relationship Builder isn’t leading sales. Many sales teams are packed full of Relationship Builders. But it’s surprising how little they contribute.

4%. That’s all. Shocking, but what’s the sample size?

6,000 people across 90 companies participated in this CEB (Gartner) study.

Discover the 6-Stage Teaching Pitch that delivers 54% of sales revenue. Learn how to adopt and master this choreography for your financial advisory business.

We’ll cover this and more in our webinar.

The Webinar Will Cover

compass (1)

How to architect the Ideal Sales Conversation using a Customer Value Journey.

sketch-1

How to design a 6-Stage Teaching Pitch to close more financial advisory clients.

magnet (1)

How to get clients to come to you instead of you hunting for them (Hint: in addition to referrals).

sports-and-competition (1)

A strategy to reduce perceived risk and “get inside the tent” with potential clients.

scope (2)

How to prospect in a way that doesn’t attract “problem clients."

pull

How to pull away clients that are happy with their current adviser.

Craig Andrews - Principal Ally, allies4me

"This technique saves me 100's of hours a year by not chasing opportunities that won't happen. Better yet, it's a more pleasant experience for both me and the customer."

Join the webinar and see how to use it with Financial Advisory clients.

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