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Sales Matters, Inc. | Raleigh, NC | 919-615-2136

Business Development for Advisors

How to Build Your Financial Client Base

A Webinar Designed Specifically for Financial Professionals

Wednesday, October 2, 2019 | 9:00-11:00 | No Charge | Register Below!

Joe Stiles


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.

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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