10 Ways My Closing Ratio Topped 90%: How our sales process went from dismal to dynamic

Aim: To outline steps advisers can take to increase the conversion rate of prospects to clients.

Outcome: Completion of this module will enable financial advisers to:

  • Understand how one has significantly improved their sales outcomes
  • Apply that knowledge to identify what might work in their own business to increase client onboarding and retention rates

Abstract: The 10 key steps one adviser took to move the number of prospects turned into happy, satisfied clients from 20% of prospects to over 90%, are outlined.