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 …
Displaying 48 Posts categorized under Financial Advisers
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 …
Put The Gun Down And Walk Away From The Fact Finder
Summertime Selling Skills Welcome to week two of my Summertime Selling Skills series all about the first meeting and the top 10 mistakes advisers make. Last week we discussed talking too much at the first meeting, this week I ask you to put the gun down, and step away from …
You Talk Too Much
Summertime Selling Skills Throughout August and into September I’ll be bringing you a Summertime Selling Skills series all about the first meeting. There are four aims for a good first meeting: For you to understand something of the client’s issues For the client to understand the real issues they are …