Help Clients Get to Know the ‘Real’ You

Help Clients Get to Know the Real You

Before a client makes the decision to do business with you he or she has to feel you are the ‘right fit’ for them. They’re about to embark on a journey into what’s often unknown territory for them – so they need to feel a real connection with their selected advisor.

Build rapport by letting prospective clients see the kind of person you really are. Let your personality shine through.

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Put Rejection in Perspective

Don Connelly recording an audio podcast

A while back I was kicking around ideas with a friend of mine, Mark Jennings. Mark’s an advisor with Investors Group. He told me a great story that will help you put rejection in perspective.

Listen to the audio or read the transcript to learn the story and takeaway message.

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What Makes a Story Good?

What Makes a Good Story

“Tell me a fact and I’ll learn. Tell me a truth and I’ll believe. But tell me a story and it will live in my heart forever”. This ancient Native American proverb still resonates today.

Everyone loves a good story. Good stories can captivate, teach, and persuade people to act, making them an excellent way to communicate with prospects and clients.

In this post we’ll look at how to create great stories and inspire listeners to take action.

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How to Win Over Clients by Becoming More Likeable

Become Likeable - Win Over Clients

People will only do business with you if they like you and trust you. Human decisions are generally subjective. Even if you are the most professional financial advisor out there, if people don’t warm to you they won’t commit to you. Prospects will not choose you simply because you are competent; they will choose to do business with you because you are competent and likeable.

By becoming likeable you will stand head and shoulders above other advisors. And you don’t need innate talent to become more likeable. You can learn how to radiate confidence and charisma.

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Tell a Story – Crafting a Great Story

Tell a Story - Crafting a Great Story Video Post

Geoffrey James writes a wonderful column for Inc.com. Recently he reviewed a book about business storytelling. In his article, James recapped the seven ingredients that make a story great. Just as one size does not fit all, the same story does not appeal to everyone. Therefore, you need to craft at least three stories and be proficient at telling them. Here’s how you do just that.

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