Kitces’ #FA Success Podcast Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance
Funny story, I met Michael Kitces 10+ years ago in the Pinnacle Advisory Group conference room. At the time, he was working at Pinnacle and I was working at TGS Financial Advisors, an RIA firm based in the Philadelphia suburbs. We were at Pinnacle’s office for the day for a study group session! Just a couple of RIA firms and folks looking to learn and grow together.
Flash forward many years, I couldn’t have been more excited about the opportunity to join Michael on the Financial Advisor Success Podcast to talk about a topic I’m passion about — growth and others-centric sales.
If you want (or need) to get more comfortable with selling, developing a sales process and navigating prospect conversations this is for you!
