Sales Success Series

The Proven Sales Processes and Resources for Maximizing Agent Production.
course contents

What's included?

50+ Step-by-Step Videos

Instructional Sales Content to Coach YOU to a 75%+ Close Rate

Client Best Practices

Increase Appointment Efficiency, Close Rates, and Issued Business

Pre-Built Sales Templates

Pinecone's Template Library is always available with a Pinecone Subscription
Meet the Founder

Casey A. Marx, RICP® CFF®

As an expert in finance, Casey is particularly interested in showing advisors how to take a holistic approach to handling their client's finances. Pinecone's multi-product offering teaches advisors how to listen to their clients, and how they can make smarter business decisions to achieve their goals.