FREE TRAINING WORKSHOP
November 29th @ 2:00 p.m. Central

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

Training Date

November 29

Wednesday

2:00 PM

CENTRAL

Time Left

15
Days
22
Hours
30
Minutes
01
Seconds


Nancy Bleeke,

Sales Pro Insider, Inc


You know asking questions in your discovery meetings is important. Yet are you uncovering your prospective client’s whole story? Doing so 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.

It may mean asking fewer, but more impactful questions.

Let’s talk about a simple, effective framework that does just that. Join me Wednesday, November 29th at 2:00 p.m. Central for a FREE virtual workshop:

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

I’ll share:

  • How your sale conversions increase 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 stand out from the crowd and noise

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.

© 2023 by Sales Pro Insider, Inc.