Sales Success for Building Your Practice

Do you love the work you do but feel uncomfortable with the sales conversation? Even the most highly skilled Family Business Advisors can struggle with converting a referral or inquiry into a closed sale. And without strong sales, practices (and the bottom line) can flounder. How to build our sales skills is a topic of discussion that comes up at nearly every FBAC Training, and at gatherings and speaking engagements.

In this webinar, Galliard FBA Institute Founder and Board Chair, Lisë Stewart, joins GFBAI member, Gary Kieper, CEPA, CFBA, co-author of the forthcoming book “Ready Set Go!,” for a conversation about successful sales approaches for family business advisors.

You will learn tips to:

• generate new business
• keep your sales pipeline full
• use language to make the sales conversation flow
• identify resources for new business opportunities
• avoid the #1 mistake that advisors often make in the sales process

Members can view the webinar recording below.