Category:Sales Archives - Seven Figure Firm | Seven Figure Firm
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Learning Opportunities

Turn Objections Into Learning Opportunities

Rejection is a tough pill to swallow; especially when it comes to something we’re passionate about—like our work. When you’re making cold calls or engaging with prospects and you’re met…

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Manage Expectations

4 Ways to Manage Expectations and Keep Clients Happy

Managing client expectations can be one of the most challenging and often frustrating experiences for financial planners. There are plenty of situations where a client may become rightfully agitated; for…

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Self-Managing Firm

Creating Systems for a Self-Managing Firm

The more things are systemized, the less opportunity for negligence and the greater chance your clients will experience a superb experience. When your firm is self-managing, you have more time…

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Clients Value

5 Ways to Bring Your Clients More Value

Consistently bringing your clients value can be done in a multitude of different ways. Using just one or several of the following tips for bringing value to your business will…

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Expert Networking

Your Guide to Expert Networking

Stop fearing networking and start embracing it! Consider these tips for mastering the art of networking and change the way you meet new people. 1. Be authentic. You don’t need…

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Productive People

5 Skills the Most Productive People Have Mastered

If there’s one thing I learned from building and maintaining a successful financial services business, it is how to master a handful of important skills, which can be applied to…

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3 Barriers Blocking Prospects from Becoming Clients

Are you getting the volume of business you want and leading the lifestyle you always dreamed? If not, ask yourself this, are there barriers standing between you and the growth…

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psychology of sales

Understanding the Psychology of Sales

If I could go back in time, I’d start by choosing a different major in college. Instead of business, I’d choose psychology, because, let’s be honest, so much of what…

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