A prospect will qualify themselves, if you ask the right questions

Coaching for Financial Advisors Guest blog

Jacob Wagner here,

Wouldn’t it be nice if a prospect let you know if they can afford you before you spent a lot of time with them?

Click here to hear the complete podcast

That’s exactly what Stan Mann teaches audience members in this episode of the show. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you to know whether or not you want to to “close” a prospect.

In the modern day it is too obvious that we only have limited time and resources. If a client can’t afford your services it is significantly harder for you to give them the results they are looking for. If a client isn’t able to pay you well enough that you can give them the time and attention that they deserve, it is going to be an uphill battle for you to serve them, and it’s less likely that they’ll have a great interaction with you because you can’t fully support them or offer them the full range of your expertise, skills and knowledge.

The faster that you can learn that a prospect *isn’t* going to work out, the more effective your sales process will be. Don’t get me wrong, don’t just walk away from a person if you identify them as an un-ideal client; but once you know whether someone might be a fit for your services, or not, the better you know how to handle your time and that conversation.

Stan shares tips that have taken him a career to learn exactly what is the ultimate best-practice. This will help you to know where to put your attention. You need to go further when you are talking to a prospect than just telling them your value proposition and they won’t care to learn about your work process until they’re evaluating whether they want to be a client.

Click here to hear the complete podcast



P.S. Would you like to know how to double your business with a rich niche? If so, register for Stan’s free webinar training: “Get Clients Today: Secrets to Finding Lucrative Niches & Attracting Wealthy Clients.” CLICK HERE

P.P.S. Like this blog? Please pass it along to your advisor friends.

P.P.P.S. If you’re not already a subscriber, get more money-making ideas like this delivered straight to your inbox. And get my special guide “How to Get High Net Worth Clients.Just click here:

P.P.P.P.S. Want a quick 10 minute, no obligation chat about growing your business? Then click here.



Leave a Reply

XHTML: You can use these tags: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>