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Business Development for Financial Advisors

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Location

Sandler Training - Sales Matters

3008 Anderson Drive

#290

Raleigh, NC 27609

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Business Development for Financial Advisors

“Why have a System”

Wednesday, December 5, 2018 | 9:00-11:00 am

Join me for a class designed specifically for financial advisors.



What distinguishes the most successful advisors from the rest?

It's your client base.

It’s about building a book of business—identifying a prospect, uncovering their problem, pairing a solution, closing the business, and client retention.

Not every advisor is comfortable with business development. It doesn’t matter what you call it – client development, marketing, or sales – it’s a necessary activity to gain clients and build a book of business.

You will learn …

  • Identify prospective clients & ask for referrals
  • Build client rapport
  • Establish an up-front contract to control the business development process
  • Learn effective questioning tactics to qualify or disqualify a potential client
  • Uncover the prospective client’s concerns and financial goals
  • Shorten your business development cycle & increase your close rate.

Take the next step to gain the competencies and habits necessary for developing, expanding, and managing a successful career and purposeful practice in the financial services industry.

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Date and Time

Location

Sandler Training - Sales Matters

3008 Anderson Drive

#290

Raleigh, NC 27609

View Map

Refund Policy

Refunds up to 7 days before event

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