Ep #237: Personalize Your Sales Process with BB Webb

01/08/20 • 58 min

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.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237

Previous Episode

Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Kingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to expect when it comes to audits.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/236

Next Episode

Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm

Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/238