fbpx

A.U.M.™ - Improve Your Sales and Win More Clients

Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of A.U.M.™, sponsored by the FPA, Kalli is talking with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.

Can't watch? Listen instead.

Google

👋 Hi there, as an FYI, we use cookies to optimize your experience with our brand online. See our privacy policy here.

Don't wait! promotion ends in:

Days
Hours
Minutes
Seconds
Uh-oh. You missed out. This promotion has ended.