The Advisor Solutions Podcast EP 15- Building Your New Business Strategy List

Do you know exactly how much new business you have in your pipeline? Or, do you “kind of” have an idea of what you might close this month?

Most advisors and agents don’t have an organized sales pipeline that can tell them how many people are in the pipeline, at what stage each person is at in the pipeline and if there are any clogs in their pipeline. In other words, they don’t have, what I call, a New Business Strategy List.

In this episode, learn about a tool that can transform your business by helping you organize, strategize and manage your sales pipeline!