How to Help Clients Make Good Decisions

How to Help Clients Make Good Decisions

Your job is as much about managing relationships as it is about managing money. You need to establish close ties with your clients so you can become a positive influence in their lives over the long term. Unless you can steer your clients into making good decisions you not only risk losing them as clients – but you are doing them a disfavor – because you are allowing them to make potentially disastrous financial decisions.

Here are a few things you can do to influence your clients’ decisions positively.

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Good Stories Don’t Need to Be Long to Be Effective

Don Connelly audio blog post 3

Let me tell you a couple of cool things about stories. For one thing they don’t need to be very long to be effective.

The shortest inaugural address ever was George Washington’s. It was just a hundred and thirty-five words. Now compare that to William Henry Harrison. In 1841, in his inaugural address, Harrison talked for two hours, he said 9000 words, and it was freezing. A month later, he died of a cold and pneumonia.

Watch this video or read the transcript below to learn more about short stories effectiveness and to hear a couple of stories from Don.

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Why Storytelling Should Be an Integral Part of Any Advisor’s Selling Strategy

Why Storytelling Should Be an Integral Part of Any Advisor’s Selling Strategy

As a Financial Advisor, it’s your job to influence and persuade. In order to buy from you people must like you, trust you and understand what it is you’re offering them. When a hot prospect walks away it’s usually because they didn’t ‘get’ what it was you were selling them. And no one buys what they don’t understand.

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