Info

Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
RSS Feed
Financial Advisor Success
2022
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December


All Episodes
Archives
Now displaying: Page 1
Nov 26, 2019

Beverly Flaxington is the founder of The Collaborative, which provides sales training and organizational development support for financial service firms. A firm believer that it’s not just about knowing what to do, it’s about knowing how to change your behavior to actually do it, Beverly joins the show to share the human behavioral coaching approach she takes to teach sales and how to get more comfortable selling your services. 

In this episode, we discuss how to determine if a prospect is a qualifying client, as well as the right questions to ask a client to get to know them better. Listen in to hear Beverly’s advice on how to conduct a meeting with a client, the importance of getting specific about who you serve, and more.

For show notes and more visit: https://www.kitces.com/152   

0 Comments
Adding comments is not available at this time.