New Sales Course Coming Soon!

XYPN 6-Step Sales Process

XYPN's 6-Step Sales Process course will be released August 14, 2020. 

Course Overview


This series of three videos covers best practices for two important prospect meetings within your sales flow: the Introductory Prospect Fit Meeting and the Discovery Meeting. During the course, XYPN Sales Coach BB Webb instructs how to expediently work toward closing with your client and explores the purpose of both of these meetings.  You’ll learn specific steps to take during each meeting, how the Prospect Fit Meeting flows into the Discovery Meeting, and how to determine early on in the sales process whether a prospect will be a good fit for working with you.

Learning Objectives/Outcomes: 

After taking this course, you’ll be able to: 

  1. Effectively follow a process that guides you through the client acquisition process.
  2. Guide conversations designed to a) learn about your prospect’s needs, b) share the unique value you offer as an advisor, and c) demonstrate how you can help prospects meet their goals. 

Intended Audience: Newly launched advisors and advisors in the implementing business phase who want to hone their sales process for greater efficiency and effectiveness.