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.

how to get a tedtalk

How To Get Your Own TED Talk

TED Talks floated around for 30-odd years before the zeitgeist finally took notice. Neatly packaged as “Ideas Worth Spreading,” some humorists have touted them as “the millennial answer to church.” And while the ideas are in a class of their own, you simply can’t dole enough praise to TED’s band of speakers. Each one a…