Te invitamos a escuchar a nuestros equipo y asesores exitosos quienes nos comentaran todo el proceso de ventas Análisis de Necesidades Financieras, entre otras ....
Estrategia Patrimonial
Claim This Podcastby México
5.0(5 reviews)
31 episodes
Updated Inactive
Accepts GuestsHas SponsorsLocation 🇲🇽
Podcast Overview
Te invitamos a escuchar a nuestros equipo y asesores exitosos quienes nos comentaran todo el proceso de ventas Análisis de Necesidades Financieras, entre otras ....
Language
🇪🇸
Publishing Since
8/19/2020
1 verified contact email on file for Estrategia Patrimonial
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
October 7, 2025
Primera Cita, Grandes Decisiones | SMNYL & Lizbeth Atilano
<p>Más que una entrevista, una conversación sincera sobre tus metas, miedos y sueños. En esta cita inicial, Lizbeth Atilano te acompaña a descubrir cómo proteger lo que más valoras con el respaldo de SMNYL.</p>
September 9, 2025
GUIÓN DE ACERCAMIENTO
<p>“En este podcast descubrirás cómo realizar una cita inicial efectiva con tus clientes, paso a paso. Te comparto un guion práctico para generar confianza, detectar necesidades y transmitir valor desde el primer contacto.</p><p>Si eres asesor de seguros o trabajas en ventas, aquí encontrarás estrategias claras, ejemplos y frases que te ayudarán a profesionalizar tus reuniones y cerrar más negocios.</p><p>Prepárate para llevar tus citas al siguiente nivel y construir relaciones sólidas con tus clientes.”</p>
August 7, 2025
Guión telefónico
<p>En este episodio, exploramos paso a paso cómo realizar una llamada telefónica efectiva para agendar una cita inicial con un prospecto. Aprende cómo conectar de manera cálida, generar interés y cerrar con una propuesta clara de valor. Ideal para asesores que quieren mejorar su prospección y aumentar su tasa de conversión desde la primera llamada.</p><p><br></p>
31 total episodes available
Deep-dive analytics for Estrategia Patrimonial
Frequently asked questions
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- What is Estrategia Patrimonial?
- How often does this podcast release new episodes?
This podcast updates inactive.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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