by Sean Dailey | Feb 5, 2023 | Sales Ideas
Every client is different. You may have done a great job marketing in a specific niche. Maybe all your prospective clients come from a specific company or audience, but that doesn’t mean they are all the same. It’s essential that you know multiple closing styles and...
by Sean Dailey | Feb 5, 2023 | Sales Ideas
Most advisors go for the close the same way every time. Maybe it works and that’s great. There are, however, different closing techniques to choose from. Closing techniques are an important aspect of sales, and financial advisors are no exception. In the competitive...
by Sean Dailey | Feb 5, 2023 | Marketing to Prospects Ideas, Sales Ideas
Most advisors/agents think their target audience is anyone with a million dollars. People want to work with someone who understands their needs. If I need a divorce attorney, I am not going to see a personal injury attorney. Although, I think financial services is not...
by Sean Dailey | Feb 5, 2023 | Sales Ideas
Sometimes I’ve heard advisors or agent direct a conversation with a prospective client using the sales process instead of listening to the prospect’s needs. A sales process can be a guide for the meeting, but listening to your clients’ needs is what should...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
We host a lot of events for our clients, including twice-a-year large gatherings and dozens of smaller breakfasts. We encourage our clients to bring their friends and adult children to these events. They see these events as special occasions and rewards for being a...
by Sean Dailey | Feb 4, 2023 | Sales Ideas
Networking is not just going to an event with a bunch of business owners. It’s about relationships you make and keep. This next idea comes from a book that I read a few years ago that really changed the way I understood how we view and build relationships....
