Advisors often think they’re losing the sale because of objections, poor leads, or lack of product knowledge—but after working with over 300 advisors and generating $25M+ in sales, I’ve found those aren’t the real reasons—in this episode, I break down the exact 7 elements that shift a prospect into a “buying state”, how to apply them to create structured and consistent appointments, and the two most common elements even seasoned advisors miss—tune in now and see which element you might be missing!
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money
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