Your First Meeting with a Prospect is Where You Make the Sale

“For 34 years, I have been in the financial services industry. In those 34 years, countless advisors I have coached or known as friends complain that they need to get better at closing the sale. When faced with this question today, I am quick to tell all of these individuals the following: the sale is made in the Fact Finder/Initial Interview.” Curt Whipple explores the roots of a successful sale.