Bev’s Interview on Michael Kitces’ Financial Advisor Success Podcast

In this interview with 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.