Home sales process Page 2
sales process
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
-
- avoiding mistakes
- avoiding sales mistakes
- client relationships
All too often the first sales mistake is made in the first few minutes of talking with a potential client. What is that mistake?
Many advisors fail to differentiate an investor from the person who is investing. This is a mistake that many salespeople, even institutions, make on a regular basis. While it is important to understand a client’s …
-
- avoiding mistakes
- avoiding sales mistakes
- client relationships
Mistakes occur often in the sales process, what are some of the key ones to avoid?
There are many mistakes that can be made following even the most effective sales process. Some of the more easily avoidable, but commonly made, mistakes are: 1) Profiling the Investor before profiling the person 2) …
-
- avoiding mistakes
- avoiding sales mistakes
- client relationships
Does the sales process for financial advisors differ from other industries?
Sales, no matter the industry, is a process. The more clearly defined the process, the more repeatable the steps in that process, the greater success a salesperson will ultimately achieve. There are a near-infinite number …