Ep #237: Personalize Your Sales Process with BB Webb

January 08, 2020

#XYPNRadio Feature Image Episode 237

BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process.

Listen in as BB explains the importance of understanding the needs of your prospects, as well as understanding how your ongoing services will cater to those needs. You’ll learn what it takes to get long-term clients—and potentially referrals. If you have ever second-guessed your sales process, this is the episode for you!


Listen to the Full Interview:


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What You'll Learn from This Episode:

  • An overview of BB’s career.
  • The challenges she faced as an entrepreneur and a business owner.
  • Why she believes your attitude can change everything.
  • The importance of having a clear “why” in your services.
  • Why it's crucial to understand the needs of your prospects.
  • How to get long-term clients and referrals.

Featured on the Show:

This Episode is Sponsored By:

Benchmarking Survey 2019-Thumbnail

XY Planning Network's annual Benchmarking Study is out! Are you curious about the average number of clients XYPN members get in their first year? Or, how successful niches really are? To answer these burning questions (and more), we enlisted a professional research firm to complete our annual Benchmarking Study. Get your copy hot off the press and discover vital statistics such as the median advisor revenue by years in practice and sources of firm growth—from referrals to blogging, social media, and more! 






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