Webinar

Closing the Deal: How to Turn a Lead into a Client

Posted on November 18, 2019

Converting leads into clients is the foundation of any successful practice.

Converting leads into clients is the foundation of any successful practice. Each prospect is unique. Whether they’ve downloaded a guide off your website or are a cold lead you just met, how can you educate and motivate them without applying too much pressure?

Join Scott Wood – Carson Executive Business Coach – as he moderates a Q&A with Carson Wealth Managing Partners Scott Ford and Michael David.

They share insights on how to approach leads of varying degrees – from cold to hot and every temperature in between – and turn them into clients.

You’ll learn:

  • How to sell an experience, not a product
  • What overarching message you should deliver to leads
  • Tips on how to land a discovery meeting with a prospect
  • And more!