• A.U.M.™ - Improve Your Sales And Win More Clients

  • 2024/07/15
  • 再生時間： 36 分
  • ポッドキャスト

A.U.M.™ - Improve Your Sales And Win More Clients

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  • Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of A.U.M.™, sponsored by the FPA, Kalli is talking with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.
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あらすじ・解説

Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of A.U.M.™, sponsored by the FPA, Kalli is talking with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.
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