Sales Process

Automating sales process to improve efficiency and results has become a significant trend in today’s fast-paced business environment. Every company desires to increase productivity and streamline their sales processes for maximum output. …

As someone who’s been working in B2B companies for the past 3 years as his main 9–5 job, I’ve come to learn that B2B sales processes take longer than B2C. Why is this the case? Well, there are a few reasons for this, so let’s explore them in more detail. …

Looking for some easy ways to increase your appointment show rate? Looking for some easy ways to increase your appointment show rate? Below are 10 different ways I’ve discovered through conversations with other financial advisors, how they keep their show rates ridiculously high. …

The Art of Persuasion in Sales: A Study of Ryan, the Master Persuader Sales is a crucial aspect of any business and require a combination of skills, including persuasive abilities. A great salesperson has the power to influence and motivate customers to take action and make a purchase. …

A financial advisor’s sales process is a sacred beast. It’s a mythical beast that listens to its master… never acting out of turn. When hapless explorers come across its wander and awe, they may describe it and refer to it by its… “almost perfect close rate” “one-of-a-kind design” “unique flexibility…

So you finally have leads flowing into your pipeline. Now what? Which leads do you contact first? Should you reach out via email or phone call? How many times should you contact a prospect? When should you place a call or send an email? If a prospect does X, should…