Professional Advisors Make
If you have been in the professional advice business for a lengthy time, you may already realize that generating leads and closing business actually has a step by step process around it. There are some professional advisors, however, who do not know what the steps are and/or how to avoid the most common mistakes. Watch yours truly explain the 7 Sales Process Mistakes Professional Advisors make in the video below.
Antoinette Rodriguez, MBA aka "ARod" is the CEO of New York City-based MarFi Advisors, a Sales and Marketing coaching firm for professional service providers. Our online training and one to one coaching is most helpful to those who provide expert professional advice, such as consultants, financial advisors, insurance professionals, attorneys and accountants. We also specialize in target marketing to high net worth, affluent individuals.
ARod has over 30 years of experience in "C" level relationship development, sales and marketing advice. She was a former Financial Advisor at Merrill Lynch's New York City then downtown World headquarters, born and raised in Brooklyn, New York.
ARod has over 30 years of experience in "C" level relationship development, sales and marketing advice. She was a former Financial Advisor at Merrill Lynch's New York City then downtown World headquarters, born and raised in Brooklyn, New York.
RSS Feed