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How to sell financial services with Bobby Sahota
Manage episode 419554895 series 3453082
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In this podcast episode, James is joined by Bobby Sahota a Financial Planner & Business Development Director at Attivo (independent financial planners). Bobby works with Individuals and Business owners to Grow, Enhance & Protect what’s most important to them. Bobby was nominated for The Times Top Rated IFA from 2019 to 2024. As you can tell from her track record Bobby is truly amazing at selling financial products which is why James invited her onto the podcast to discuss her approach, her career and what makes Bobby so successful in the financial services space.
If you have enjoyed this podcast, be sure to subscribe on your podcast provider for more weekly sales-related episodes from Sales Expert James White and guests.
James interrupted this episode to let you know about his upcoming course, how to write the perfect sales plan. James has years of experience in working in sales across the board but has a lot of experience selling financial products. Do you need a sales plan? Don't guess take the quiz to find out here: https://www.ineedasalesplan.com/
If you would like to connect with James or Bobby the links to their LinkedIn are below:
Bobby: https://www.linkedin.com/in/bobbysahota/
James: https://www.linkedin.com/in/jameswhitesales/
And of course, if you would like to find out more about the financial services that Bobby and her team offer you can visit the Attivo website here: https://attivo.co.uk/
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