Client: David Fish

Sales Challenge: David had a broad awareness of the need to approach potential strategic partners to build a referral base, but relied on an erratic and scattershot method of approaching them. Being human, David could easily succumb to distractions from core requirements, and allow the symptoms of cold call reluctance to freeze activity.

“Sheldon helped me develop a methodical and disciplined approach to building my referral base. After our work together, I was much better equipped to articulate my value in a way that mattered to prospects, and stick to a sales plan. He gave me deeper confidence in my ability to make cold calls and be successful.”
Mr. David Fish, Independent Mortgage Broker. 866-667-3474