What is Your One-Liner?

Donald Miller’s Storybrand One-Liner Concept is a marketing framework that simplifies brand messaging into a clear, concise and memorable statement. It is based on the idea that a brand’s messaging should be structured like a story, with the customer as...
How to Read the Room

How to Read the Room

Reading the room during a client presentation is crucial to delivering a successful and effective message. To help you do this, consider the following tips: Watch for non-verbal cues: Observe the client’s body language, including posture, eye contact, and facial...

Make Them Thirsty, Then Sell Them a Drink

The phrase “make them thirsty, then sell them a drink” is a common saying used in sales and marketing to describe the process of creating a need or desire for a product or service and then providing a solution to fulfill that need. In the context of...
How to Overcome Objections

How to Overcome Objections

Objection handling is a critical skill for financial advisors as it can help them effectively communicate with clients and close more deals. In the financial industry, objections are common and can arise for a variety of reasons such as price, uncertainty, lack of...
Storytelling is an Effective Sales Tool

Storytelling is an Effective Sales Tool

Financial advisors are in the business of helping people reach their financial goals. In order to do this, they must be able to effectively communicate with potential clients, establish trust, and engage them with their unique value proposition. One effective way for...