Summertime Selling Skills Over the last 9 weeks we’ve covered the biggest mistakes advisers make at first meetings. Whilst each one on its own is a clanger, the key is trying to eliminate all of them to create a really powerful first meeting experience, both for you and the prospective …
Displaying 48 Posts categorized under Financial Advisers
Don't Do Things By Halves
Summertime Selling Skills In the penultimate Summertime Selling Skills blog (we have a new autumn series kicking off the week after next), we look at the first meeting mistakes advisers make when working with couples. Do you hold first meetings with only one half of a couple? If so, are …
Listen Very Carefully (I Will Say This Only Once)
Summertime Selling Skills Week 8 of the Summertime Selling Skills series is in two parts, and it’s all about the answers! The series to date has focussed on shutting up and letting the client do the talking, however, that’s only useful if we actually listen to what they have to …
Take It Easy
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 …
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 …