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!

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