Oct 3, 2018
During this installment of The Confident Advisor Practice from the Horizon Advisor Network, host Pete Bush, CEO of the Horizon Financial Group, discusses the importance of having a Pipeline Management System. Pete leaves us with the necessary tips and tricks to develop a client acquisition process that works for our own businesses. He imparts the information in an easily digestible bite that allows us to walk away with in-depth knowledge about pipelines, client acquisition, and segmenting.
Show Notes:
3 Key Points:
Tweetable Quotes:
- “Don´t think ¨how do I do this?¨ Think who.” – Pete.
- “Simplify efforts to multiply results.” – Pete.
- “Companies with Pipeline Management shorten the lifetime of going from opportunity to revenue .” – Pete.
Resources Mentioned: