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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Sep 20, 2018

In episode 92 of Financially Simple, Justin takes a look at the Sales Funnel process.

Effectively converting client’s interests into sales is a priority for any business. Justin goes over the Sales Funnel process, comparing traditional techniques to Best in Class techniques.

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00:26 - What is a Best in Class Sales Funnel?

02:51 - The Sales Funnel begins with Marketing

03:45 - Most Buyers decide before reaching Sales

05:46 - A few Customers are looking for alternatives

06:17 - The Sales Funnel

06:48 - The Traditional Sales Funnel

12:06 - The Best in Class Sales Funnel

12:23 - Marketing

14:31 - Relating to the Buyer

16:11 - Qualifying

17:40 - Closing the Sale

19:56 - Post-Sale follow up

20:35 - Conclusion



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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.