Unearthing the Buried Treasure: How Financial Advisors Can Uncover Hidden Objections

How Financial Advisors Can Uncover Hidden Objections

Financial advisors play a crucial role in securing a client’s financial future, but beneath the surface of numbers and charts lie unspoken anxieties and reservations—hidden objections that can derail even the most meticulously crafted plan. Unlike their vocal counterparts, these objections can linger beneath the surface, hindering progress and leading to missed opportunities.

However, by employing specific techniques and fostering a trusting environment, advisors can unearth these hidden objections and build stronger, more successful client relationships.

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Deal with Objections Before They Become Mindsets

Deal with Objections Before They Become Mindsets

Most salespeople in any industry quickly become proficient at handling objections after the client or prospect brings them up. And that’s a good skill to have. But if you’re constantly dealing with the same objections at the end of your initial presentation, you’re already at a disadvantage – and very likely you’ve lost the chance to win the client.

If you’ve gone for the close and asked for the order, and the prospective client is still raising objections, the battle is on. It’s a signal that the prospect’s mental shields are up. In fact, you may not even be seriously in the fight anymore. This is the case when the objection the person is giving you is not the real objection.

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Overcoming Objections: Everything Financial Advisors Need to Know about It

Overcoming Objections: Everything Financial Advisors Need to Know about It

As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.

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Objection Handling – Is It Possible to Forestall Objections?

Objection Handling - Is It Possible to Forestall Objections

This is a guest post by Don Connelly, originally published on FA Magazine website.

The late Zig Ziglar observed that every sale has five basic obstacles: no need, no money, no hurry, no desire, or no trust. Which of these obstacles is a Financial Advisor likely to experience and can they be forestalled?

We can eliminate three of those obstacles as unlikely.

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