Focus on the Full Sales Funnel

Focus on the Full Sales Funnel

 

By asking the right questions and providing support when needed, Scott established a solid connection with this prospect. When the market took a turn at the beginning of the pandemic, the prospect came to Scott – and both parties were ready to move forward.

Read the full case study to find out more details about how Scott converted a longtime prospect into a client with consistency, assertiveness and persistence.

Fill out the form to download the case study.

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100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now