Easy confidence-building tips
Every financial advisor has moments when their confidence wobbles. It’s only human, yet you have to move past that so you can confidently talk with prospects and clients. First of all,...
Tag Archives: communications
When good clients get bad ideas
Clients want to make money and some seem to want the easy route for that. It’s like the weight loss program with no dieting or exercise. If a client comes...
3 ways to build seamless client connections
Try these quick ideas to connect with clients and make a difference in your business today. What do you want? When meeting with a new client, before you write anything in the...
Seeing things from the prospect’s point of view leads to business
In sales training, we are often taught to treat objectives as obstacles to be knocked aside as we march toward getting the sale. That’s not the only approach, though. The logic...
Time to retire the word retirement?
What’s in a name? For those entering retirement, the names and language financial advisors use can mean a lot, according to the book “What Retirees Want: A Holistic View of...
Build better relationships through better questions and a different mindset
You can deepen relationships with your clients, gain more clients and ultimately increase your bottom line — all without spending a dime or working more hours — if you’re willing...
Why you may not be providing the support grieving clients need
For those in the financial services profession, working with grieving families is part of the role. It’s sometimes tricky navigating the quagmire of emotions that can accompany the loss of...
10 responses to whole life insurance objections
You’re a successful insurance professional. The advantages of whole life over term insurance are obvious to you. Yet, that’s not always the case with prospects and clients. They comparison shop...
Powerful phrases for difficult discussions
People who communicate with confidence are calm and in control. They strive to be positive and helpful to get a good result that benefits everyone. However, it can be hard...
Become a go-to advisor with webinars
Early this year, when the world was changing quickly for all of us, we debuted a weekly webinar series that assisted our business-owner clients in their time of need and...
Growing my practice by 40% in challenging times
The pandemic, while undeniably challenging and terrifying, has been a period of incredible personal and professional growth for me. It has required a commitment to innovation and adjustments. My biggest...
5 client communication ideas
Get people to call back and gather more referrals with these easy tips. 1. Inner circle referrals When an accident happens, a client might not be able to apply for claims on...
Demonstrate your value by redirecting clients to what’s controllable
When the world feels out of control, you help your client — and show your value as a financial advisor — by redirecting their focus from what can’t be controlled...
7 ways to kickstart your prospecting
The pandemic lockdown seems to be an on-again, off-again thing. One day we are eating out and shopping, the next day we are wondering if going to the gym is...
Why you shouldn’t start a conversation with “How are you?”
How would you like a “magic question” or two? Something you could ask that will brighten up any conversation? So many people are depressed, anxious or struggling to make sense of...
