The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC and is registered as an investment adviser with the State of Tennessee.
United States
92 episodes
since Jan, 2018


In episode 92 of Financially Simple, Justin takes a look at the Sales Funnel process. Effectively converting client’s interests in to sales is a priority for any business. Justin goes over the Sales Funnel process, comparing traditional techniques to Best in Class techniques. TIME INDEX: 00:26 - What is a Best in Class Sales Funnel? 02:51 - The Sales Funnel begins with Marketing 03:45 - Most Buyers decide before reaching Sales 05:46 - A few Customers are looking for alternatives 06:17 - The Sales Funnel 06:48 - The Traditional Sales Funnel 12:06 - The Best in Class Sales Funnel 12:23 - Marketing 14:31 - Relating to the Buyer 16:11 - Qualifying 17:40 - Closing the Sale 19:56 - Post-Sale follow up 20:35 - Conclusion USEFUL LINKS: Financially Simple Financially Simple on YouTube Financially Simple on Facebook Financially Simple on Twitter DISCLAIMER: Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.
Disclaimer: The podcast and artwork embedded on this page are from Justin Goodbread, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.


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