National Bank Investments

The 5 crucial steps for closing new clients in 2024

Top advisors are closing over 90% of referrals and over 60% of cold prospects. How do they do it? They all follow the same recipe. This webinar describes the 5 most crucial steps:

  • Setting up the initial appointment
  • Asking the right questions
  • The power of stories
  • Being an educator, not a salesperson
  • Handling objections

If you aren’t closing as many prospects as you want, you are missing an ingredient or maybe several. This webinar showcases the ingredients working for today’s top advisors.

March 26, 2024 | 11 AM EDT

Speaker

Matt Hicken

Senior VP of Consulting
Bill Good Marketing

Matt Hicken is Senior VP of Consulting at Bill Good Marketing, a U.S. firm offering advisors tools to navigate the challenges of client acquisition and retention. With over 22 years of experience, Matt coaches advisors to growth by sharing time-tested best practices with them.


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