How to Consistently Close More Sales

Mark was ecstatic! “I just closed a $50 M deal,” he exalted.

Mark had reason to celebrate. He had been unable to close many of his presentations in a long time. It had been a long hard struggle, much harder than he had imagined.

Mark’s Problem

He knew he had a lot to learn about finding and meeting prospects. He never had to do it working for his old wire house. Prospects were handed to him and he closed most of them.

Mark started his company nine months ago. He was now an independent RIA. Before that he worked for a wire house and was successful there. He had built a nice book of business over the years. He had studied hard, learned a lot, and was highly regarded by his clients.

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4 Self-Defeating Beliefs That Keep Advisors Stuck

When you’re first starting out as an advisor you don’t have many clients. So you have time to market and prospect. You do it and your practice grows.

Then when you finally get over $20 million assets under management with over 100 clients, you find yourself stuck. You hit a wall.

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A Whole New Way to Find Your Cash Rich Niche

This article turns everything you knew about finding a niche upside down. It’s a whole new approach to finding your lucrative niche that’s totally different from the way everybody else’s told you to do it.

I call it the Cash Rich Niche System.

With this system you attract high net worth, loyal referring clients.

My client Chris skyrocketed his client acquisitions 147% in four months. Rick launch a very successful multimillion dollar business. Charlie achieve his production goals four months early and had six more hours a week to spend with his wife and two boys. And Randy grew his sales from $1 million to $4.5 million in one year.

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Are You Just Sitting on a Gold Mine of Happy Clients?

Why are happy clients a gold mine? Because they’ll refer to you if you ask them.

We all know the value of a referral. You’re not spending your time cold calling. Referrals are warm. You can design your referral system so that you attract your ideal clients.

Closing sales is much easier because referrals are pretty much presold on your merits.

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Part 1 of 5 – Getting a Steady Flow of Profitable Referrals

There’s only one thing that’s more exciting than getting a profitable referral. It’s getting a steady flow of them.

It would mean that you’d be able to market less and have more time for the things you truly love. You could also spend more time in front of clients or prospects. Or you could spend more time with friends and family.

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