#82: How do you run a sales/prospecting call? episode artwork

EPISODE · Jul 11, 2023 · 40 MIN

#82: How do you run a sales/prospecting call?

from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Join Josh and Amelie to discuss prospecting calls–what are they, what should you cover, how to handle various situations. Top takeaways: The most important part of a prospecting call is to find out what the client’s needs are, and whether that’s something you can help them with or not. You also need to figure out whether you even LIKE them–will you enjoy working with them? You ALSO need to build trust. Having a script to start with is great as you learn what works and what doesn’t. Your first FIVE words are vital–people will listen to the first five words of anything, so don’t make it about you. Save in-depth conversations about goals for a coaching call. Continue learning with… Episode #34 - How to follow up with prospects Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Looking for financial coaching software? Sign up for the interest list for FCN MoneyCoach, the premier cash flow analysis software for financial coaches and advisers. https://www.financialcoachesnetwork.com/money-coach Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

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#82: How do you run a sales/prospecting call?

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This episode is 40 minutes long.

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This episode was published on July 11, 2023.

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Join Josh and Amelie to discuss prospecting calls–what are they, what should you cover, how to handle various situations. Top takeaways: The most important part of a prospecting call is to find out what the client’s needs are, and whether that’s...

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