Six Ways Financial Advisors Can Establish Trust in Today’s Virtual World

Six Ways Financial Advisors Can Establish Trust in Today’s Virtual World

You can have all the technical and market skill in the world. But if people don’t trust you, you’re not going to open new accounts.

It’s just a fact of life in sales: If people don’t trust you, their defensive mechanisms are going to be up during the entire sales process. If you’re lucky, they’ll tell you. At least that way, you get to face the trust issue head on. That might give you a fighting chance.

But more often than not, you’ll be met with polite silence, and the dreaded “we’ll give you a call if we decide to do anything.”

If you hear that, chances are you whiffed on the trust issue.

After all, if you had their trust, they’d be looking for ways to talk themselves into doing business with you!

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5 Creative Ways to Follow-up with a Prospect

5 Creative Ways to Follow Up with a Prospect

In an ideal world every prospect would sign up with you at the first meeting, immediately recognizing they are in need of what you are offering. In the real world however, prospects may not yet realize your value or understand that they can trust you.

Don’t leave things to chance on the basis they may get back to you. Always follow up. Make sure to call prospects and speak to them directly. You don’t have to feel that you’re trying to push products onto people who are not in the market for your services. Remember, they have indicated that they’re actively looking for a financial advisor.

People tend to get distracted easily however, so here are some additional ways to remind prospects of your worth.

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