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I recently helped an advisor eliminate the dreaded task of cold prospecting not just for possible prospects but for the right prospects!

So let me give you an example of what we actually did for an advisor.

As you know, managing a sales organization is one of the toughest jobs there is…and XYZ Advisor has a sales staff of several hundred salespeople and representatives across the nation.  They’re all different ages, different backgrounds, and with all different skill sets.

One key challenge was that 20% were doing 80% of sales, and the company needed a way to get 100% of them to meet their goals and objectives.  First and foremost, that meant we had to generate face time with prospects.

We created an easy-to-follow process that produced near-100% response and a 72% appointment rate!

Moreover, the sales manager’s job became easier because the manager was no longer pestering people to make calls and secure appointments with decision makers, and the whole team started enjoying the process and, as a result, getting more sales.

XYZ Advisor also was able to recruit more salespeople, because the word spread that you don’t have to prospect at XYZ Advisor – you just have to know how to sell.

And here are the steps we followed in our methodology.

All any good advisor wants is a full pipeline of the right people to sell to – and I have to believe that you might enjoy the same.

Can you imagine how easy it would be to talk to people who receive this in the mail before you even call?

How could this kind of program benefit you?

Nye Ohrberg

1 888-778-7135

Specializing in finding the right people for financial advisors to sell to!

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