CONVERSATIONS THAT SELL FOR FINANCIAL ADVISORS

Collaborate with Buyers and Make Every Conversation Count

Confident in your financial planning skills but struggling to convey your true value in sales conversations?

Conversations That Sell for Financial Advisors is the next evolution of my best-selling book, Conversations That Sell, tailored specifically to the unique challenges of the financial industry.

Want to turn more prospects into clients?

This book shows you how to communicate, collaborate, and ultimately CONVERT more prospects.

This book shows you how.

  • "Even prospects who are genuinely interested in becoming a client may still need a little help to understand how the advisor's services align to their problems, opportunities, wants, and needs. Nancy's book provides a structure and process that advisors can follow to consistently make the connection that demonstrates their value to prospective clients and helps them to move forward!"

    Michael Kitces, Chief Financial Planning Nerd

Being a Financial Advisor and leading sales meetings may seem like two distinct roles - yet building your own client and asset base requires mastering and connecting your care, expertise, and ability to help them make confident decisions from the start.

In these pages, you will find resources and strategies necessary to effectively CONVERT more prospects.

Adopt the WIIFT® Conversation System to make every conversation count

Utilize the cocoon to the system that increases your probability of success

Apply collaborative selling strategies for a human-first approach

Identify and work through the nuances of prospect concerns

Perfect the WIIFT(R) Conversation System to make every conversation count

Access free tools throughout the book

I’m Nancy Bleeke Noël

I never saw myself being in “sales.” Yuck! Who would take on being the outsider at every family and friend event? Or so I thought!

And yet once I realized I had always been in sales, I embraced it fully, finding a way to be ethical, genuine, and generous during my selling conversations!

In doing so, I found my calling helping people who also never saw themselves in sales—succeed in selling!

I’m honored to have guided thousands of financial professionals grow their skills, processes, and confidence in selling, leading to increased conversion rates, sometimes by more than 50% in 12 short weeks. It’s why I’ve been asked to deliver these strategies to thousands of advisors and build dozens of custom training courses for financial services companies—from solo firms to national companies.

 After being a lifelong Wisconsinite and raising my kids there, I headed south to southeastern Florida where, when I’m not helping advisors step into their selling role with confidence, you’ll find me spending time with people I love, traveling (ask me about my 6 weeks living like a local in Italy in 2024), or outdoors, capturing unexpected adventures on water or land.