Converting leads into clients is the foundation of any successful practice.

Converting leads into clients is the foundation of any successful practice. Each prospect is unique. Whether they’ve downloaded a guide off your website or are a cold lead you just met, how can you educate and motivate them without applying too much pressure?

Join Scott Wood – Carson Executive Business Coach – as he moderates a Q&A with Carson Wealth Managing Partners Scott Ford and Michael David.

They share insights on how to approach leads of varying degrees – from cold to hot and every temperature in between – and turn them into clients.

You’ll learn:

  • How to sell an experience, not a product
  • What overarching message you should deliver to leads
  • Tips on how to land a discovery meeting with a prospect
  • And more!

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Insights into Investments from Partner Summit

By: Carson Group
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner …
Blog

Advisors Face A Diversity Problem

By: Carson Group
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial …
Blog

Jake Bleicher, CFA: Carson’s Women’s CEO Fund

By: Ana Trujillo Limon
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, …
jamiehopkins

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything …
1 2 3 146