FA Sales Tip #15: Use a Sales Process, Follow These Best Practices (Bonus Template)
Most advisors don't use a sales process but you should for these two reasons:
It ensures you (and your team) intentionally make the most of your leads (increase your changes of conversion to client and advocate).
It provides valuable insights into the health of your sales approach and future business such as revenue forecasting to inform important business decisions such as hiring.
Listen in for an overview of the components of a sales process. Access the Sales Process Builder, an interactive template.
