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34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

FromThe Human Side of Money


34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin

FromThe Human Side of Money

ratings:
Length:
71 minutes
Released:
Sep 15, 2021
Format:
Podcast episode

Description

After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way. So, he spent a year researching and learning everything he could on the neuroscience and psychology of what it took to seamlessly convert a prospect into a client. From that he built an evidence-based process that flipped everything he knew on its head. And, in his first year prospecting with this new approach, he brought in $100 million under management (no, that's not a typo). In this episode, Dan explains what he learned from his research and what he changed to see such massive growth. We discuss: The science behind why it's so powerful to get someone to talk about themselves The power of questions to build trust and credibility in a way nothing else can compete with The reasons why you shouldn't take notes during meetings How to answer "What do you do?" and why most advisors get it way wrong The question to ask at the end of every prospect meeting instead of closing And way more game-changing insights! *For more resources discussed in this episode, check out www.wiredplanning.com/episode34 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.
Released:
Sep 15, 2021
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!