You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Sales with Glenn Mattson

November 20, 2016

“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Glenn has been a coach for financial advisors for many years and shares his experience in working with advisors. So much of the time, advisors, especially young advisors, avoid “sales” roles because they don’t want to sell.  Glenn debunks that myth and shares how important it is, even if you’re not in a sales role, to hone those skills (hint: it involves managing your boss or owner of the firm!)
Join us as we look at what sales really is and what we can do today to better our careers.

Goals are not something you just write down and forget about… You need that 2 degrees of tipping point on why you’re doing this. You need that little push of motivation when it is time.
Sandler Training