The Sales Pipeline Is All of Your Future Business. Take Good Care Of It.
One of the most important things in financial advisor marketing is to not lose track of the leads you have generated, and in fact make certain a decent percentage of them close.
This entire activity is financial advisor sales pipeline management.
There are four phases in the pipeline. In the perfect world, a prospect responds to a campaign or gets referred (Lead Generation). He or she requests some info, has some questions, maybe asks for more info and then sets an appointment (Lead Development).
The sale begins when the prospect walks into the office (Sales). On a first meeting, you do a deep profile of the prospect, set a second appointment, prepare a proposal, and present it in the 2nd meeting. The prospect readily agrees.
Now we introduce the new client to our team, explain the statements, take them on a tour of the website, and most importantly, stay in very close touch during the asset transfer process (Red Carpet).
Sales Pipeline: Rules and Exceptions
Sometimes it works that way. Sometimes not.
You need to know how it's supposed to work.
And what the exceptions are.
Let's start with some real help.
But first, are you registered? We'll trade some help for a few bits of information.
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If you would like more information about the Bill Good Marketing System©, please contact Jill Webster at 800-678-1480 ext. 0.
Here is everything you wanted to know about the sales pipeline. 82 minutes. Long, but packed.
If you are already registered with our site, just click the links below. If not registered, register here.
First, download and print copies of the slides. You will want to take a lot of notes.
Download and print the Sales Pipeline Chart. This is your cheat sheet.
Now watch the conference call.
But Wait, There's More
When you get to the end of the webinar, I'm going to trade you.
Somewhere in the webinar, you will find a link to a survey. If you complete the survey, you will be directed to yet another treasure chest.
Here you will find "Lead Development Messages" and "Lead Development Conversations." The only way to get these is to stay alert, copy down the URL and complete the survey.