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64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

FromThe Human Side of Money


64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

FromThe Human Side of Money

ratings:
Length:
106 minutes
Released:
Nov 9, 2022
Format:
Podcast episode

Description

You can't help a prospect if they never become a client. You can't help a client if they don't implement your advice. Like it or not, both require a skillset rooted in sales. As Nancy Bleeke points out, sales isn't about being pushy. It's simply an information exchange. And the purpose isn't to convince someone to do something. Rather, it's to guide them through a process that leads to a confident, comfortable decision. Fortunately, Nancy teaches advisors around the world an approach to convert prospects into clients without being salesy. In this episode, we discuss: Why an "anti-sales" mindset is harmful to prospects and clients A 4-point framework for prospect meetings Why "ghosting" happens and how to fix it "Rightsizing" your services to exactly what the prospect wants and needs How to "close" without being salesy And WAY more! *For more resources discussed in this episode, check out www.wiredplanning.com/episode64 *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Nov 9, 2022
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!