Building and sustaining a successful financial services business requires more than learning how to close the deal. It also requires a solid grounding in marketing and business practices. There’s More to Selling Than Making the Sale describes the various systems and attitudes that successful professionals need to survive and thrive.

The book discusses fundamental marketing, prospecting and fact finding systems. It also covers how to deal with complex sales situations, and what support systems are necessary to maintain a good practice. This is a practical book based on 40+ years of sales and business coaching experience.

IMM: The Invisible Market Matrix™ Software and Workbook©

All 7 publications includes: There’s More to Selling Than Making a Sale, 10 Steps to Building a ‘Referred Lead Engine’, Building a Center of Influence, CAPS, The Breakeven Budget, The Time Budget, The First Things First Process.