Ep #41: Convert Financial Planning Leads to Clients

f you struggle with lead conversion, Nancy breaks down how to build a thoughtful, effective sales process that actually reflects how advisors want to serve. She shares the powerful frameworks she's developed and used with advisors around the world to help them have better conversations and close the right clients, the right way. If you're ready to feel more confident about how you bring new clients into your firm, this episode is packed with insight you can put into action right away. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/41