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Why Financial Advisors Lose the Sale?

  • Broadcast in Business
Guide to Financial Peace

Guide to Financial Peace


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You have just demonstrated 6 different ways you can dramatically improve the clients financial condition. You factored in cash flow, risk, long and short term objectives.

This is one of the best presentations of your career and you and the client are so excited to get started. The client cancels the next appointment, does not return calls and just slips away. 

What happened? How can this be prevented? How can you get the deal back on track?

No BS Money Guy Todd Strobel and Best Selling Author Kim Butler share their combined 50+ years of sales management experience to answer these questions and to provide you with tools you can use improve your sales performance.