Daniel lays out the five most common phases of the sales cycle where advisors tend to lose prospects, and gives key tips and best practices for how to avoid losing them.

Phase 1) At the At-Bat

Phase 2) After the At-Bat but Before First Appointment Set

Phase 3) After the At-Bat & After First Appointment Set

Phase 4) After First Appoint but Before Second Appointment

Phase 5) After Second Appointment but Before Paperwork Signed