How To Convert More Clients

Most financial planners run first meetings the same way: explain the process, ask a few fact-find questions, and hope for the best.

In my experience, average close rates across firms hover around 25% – 30%. It feels normal because everyone’s doing it that way.

But the very best financial planners in our profession consistently close 60%+ of first meetings. Not through cheap tricks or sales hacks, but through a completely different approach to the first meeting itself.

If you’re a capable adviser stuck at 25% – 30% and wondering what the top performers are doing differently, then this webinar is for you. Brett Davidson, Founder of FP Advance looks at the specific impediments to securing more clients and tells you how to overcome them.

Learning outcomes

• Learn why prospective clients don’t buy
• Discover the seven key components of a successful sales process for financial planners
• Find out how to redesign your own sales process to dramatically increase your conversion rate.