FREE TRAINING WORKSHOP
March 17th @ 2:00 p.m. CENTRAL

4 Key Points to Uncover the Whole Story During Discovery Meetings: Do’s and Don’ts for Financial Advisors

Training Date

March 17

Thursday

2:00 PM

CENTRAL

Time Left

09
Days
22
Hours
55
Minutes
26
Seconds

A special

workshop for

 Fee-only Advisors

Nancy Bleeke,

Sales Pro Insider, Inc


You’ve heard how important asking questions are in your discovery meetings. Yet are you uncovering your prospective client’s whole story that allows them to clarify the what and why of their situation? 

It all comes down to asking questions that uncover the real motivators for them to DO something about their situation.

Let’s talk about a simple, effective framework that does just that. Join me Thursday, March 17th at 2:00 p.m. Central for a FREE virtual workshop:

4 Key Points to Uncover the Whole Story During Discovery Meetings: Do’s and Don’ts for Financial Advisors

In this 50-minute, virtual workshop, I'll share:

  • How your sale is made with the questions you ask, not the pitch you give
  • The 4-Points of their "story" you must uncover, and they must discover
  • How to differentiate yourself from the competition

I’m excited to share this actionable information with you!

Not available at this time? Register anyway and the replay link will be made available for a limited time.

About Nancy Bleeke, MBA: Nancy is the President of the Sales Pro Insider sales growth consulting firm. Nancy and her team have worked with relationship-driven professionals for longer than they care to admit and have served financial professionals since 1998 generating millions of additional revenue and AUM.

She specifically relates to people who never thought they'd be in sales because neither did she! Her award-winning book, Conversations That Sell, was again named to the Top 50 Sales & Marketing list by Top Sales World. It's a "how to" of ethical selling for collaborative, client-focused professionals. Nancy is a frequent contributor to many publications including Top Sales World, Fortune, Sales Gravy, and industry blogs.

© 2022 by Sales Pro Insider, Inc.