Business Development for Advisors
How to Build Your Financial Client Base
A Webinar Designed Specifically for Financial Professionals
Wednesday, September 25, 2019 | 9:00-11:00 | No Charge | Register Below!
Joe Stiles, Presenter
Sandler Trainer, Consultant, & Coach
Joe helps financial advisors take their practices to the next level and beyond. He has a deep understanding of the challenges advisors face today in growing their practices. Joe discovered his passion for helping others through professional development while being a Sandler client. For over a decade, he has helped individuals and businesses build strong, ethical, and customer focused sales teams who achieve repeatable results.
919-615-2136 | Schedule a meeting
Sign up for the webinar! No charge to attend.
You will learn ...
- Identify prospective clients & ask for referrals
- Build client rapport
- Establish an up-front contract to control the business development process
- Learn effective questioning tactics to qualify or disqualify a potential client
- Uncover the prospective client’s concerns and financial goals
- Shorten your business development cycle & increase your close rate.
Take the next step
Gain the competencies and habits necessary for developing, expanding, and managing a successful career and purposeful practice in the financial services industry.
Complete the form on this page to register!
Programs for Every Level of Financial Expertise
Leaders & Principals