Do You Ask these Critical Questions in Your Prospect’s First Visit?
Curt Whipple shares the questions financial advisors need to ask when meeting with prospects.
Curt Whipple shares the questions financial advisors need to ask when meeting with prospects.
“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.