If you’ve been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don’t work out or they’re not a fit for your business.
But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you’re lucky—sends you a one-sentence rejection?
Then you’ve probably committed one of 3 “sins” that turn off potential clients and make them abandon you.
In this episode, you’ll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account.
Show highlights include:
- The biggest problem with financial advisors’ websites–which has nothing to do with design. (7:28)
- Why not turning your phone off during meetings can turn your prospects off. (11:43)
- The only person that matters in a meeting with your clients or prospects (hint: It’s NOT you). (13:50)
- What you can learn from broadway plays about landing more clients. (17:15)
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: