Just Added: Learn How to Sell More Effectively!
In this interview with podcaster Michael Kitces, Bev talks in-depth about her approach to sales training. Topics include how to conduct a meeting with a prospective new client, the challenge of differentiating in today’s crowded advisor marketplace, the value of having a niche, and how advisors who find the sales process icky or uncomfortable can reframe it in their own minds.Listen to the Podcast
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