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Finseca Webinar: The 21st Century Sales Funnel: How to Get More Leads, More Sales & More Referrals

June 3 @ 1:00 pm - 1:45 pm

What does it take to reach and convert today’s consumers? Where is your best source of leads? How can you build a business that’s flexible and scalable?

To be a successful producer today, you need a sales funnel that generates leads, converts those leads, and turns them into satisfied clients who generate referrals. And when you identify a customer’s needs based on their stage in the funnel, you make the sales process more efficient for you and more relevant to them.

In this webinar, you’ll learn:
• the three key stages in the 21st century sales funnel
• how to use that funnel as a roadmap to create process efficiency
• how to maximize the lifetime value of every client
• how to standardize and systematize your marketing

If you want to increase conversions, be more consistent with marketing, and discover your best – and often overlooked – source of leads, this webinar will show you how.

Speaker: Ryan Pinney | President, Pinney Insurance Center


Have an immediate question? Contact events@finseca.org


June 3
1:00 pm - 1:45 pm

Finseca Elevate Annual Conference | Hybrid Event

The Finseca Elevate Annual Conference is designed specifically for professionals who are passionate about the financial security profession and want to learn and network with the best and brightest. This annual event is designed to inspire, educate, and celebrate the profession. Together, we will create an environment that enables people to protect and enhance financial…