Summertime Selling Skills I believe that great questions equals easy sales. But what makes a great question? It’s a question that lets the client remember what’s important to them. It forces them to dig that little bit deeper than they would normally and benefits both the client and you, the …
Displaying 49 Posts categorized under Financial Advice
The C Word
Summertime Selling Skills As we start to feel a firm nip in the air, my Summertime Selling Skills Series takes an Autumnal turn. At week 6 of the top 10 mistakes advisers make at the first meeting, I’m recommending that you take a breath and cool things down. First Meeting …
Do Not Fluff The Fee Discussion
Summertime Selling Skills Here we are at week 5 of my Summertime Selling Skills series, looking at the top 10 mistakes advisers make at the first meeting. So far we’ve dumped the talk and the fact finder, we’ve reined in our vampiric tendencies and practised our carrot-dangling. Now we’re going …
Knowing When (& What) To Dangle
Summertime Selling Skills We’re almost at the halfway point in my Summertime Selling Skills series, where I dissect and comment on the top 10 mistakes advisers make at the first meeting. As we return back from the sunny bank holiday, I’m talking about the subject of balance, and knowing when …
Are You A Vampire, Adviser?
Summertime Selling Skills by Brett Davidson Here we are on week three of my Summertime Selling Skills series, where I discuss the top 10 mistakes advisers make at the first meeting. We’ve talked about talking, and stepping away from the fact finder…today I’m asking, are you a vampire, adviser? First …