Three Situations when Analogies Can Help Allay Clients’ Concerns

Three Situations when Analogies Can Help Allay Clients’ Concerns

As their advisor it’s your job to stop clients from worrying unnecessarily and making bad decisions. You need to find a way to check their behaviors and reassure them that they should follow your lead.

Analogies are a great way to allay clients’ concerns and get across why what you say makes perfect sense. Here are three situations where it will pay you to use analogies to keep things on track.

Read more

Top 10 Posts Financial Advisors Read the Most on Our Blog in 2018

Top 10 Posts Financial Advisors Read the Most on Our Blog in 2018

As 2018 is coming to an end, we decided to do a quick recap of the top 10 posts that thousands of Financial Advisors and Wholesalers read on our blog throughout the year. They are on various topics – from practice building, to prospecting and relationship building, to establishing trust and storytelling.

We hope this quick recap will help you finish the year strong and give you some pointers on how to improve your practice in 2019. Enjoy!

Read more

4 Behaviors to Avoid if You Want to Allay Client Concerns

4 Behaviors to Avoid if You Want to Allay Client Concerns

In the first meeting with you, prospective clients may be unsure if investing is the right thing to do. They may also have concerns about whether you are the right person to advise them. How you behave in your first meeting will dictate what happens next. You need to act to allay not only their objections around the investment process itself, but to eliminate any concerns they may have about working with you personally.

To make sure you leave them in no doubt about your ability, never do the following four things.

Read more

top
https://viasilden.com | https://cialtad.com