Description
There are more than 600,000 client-facing representatives and brokers working in the US today. Therefore, most prospects already have a first impression of the role of a Financial Advisor. This is a significant problem for advisors who want to introduce their client-centered, holistic wealth-management value proposition. If the people you most want to influence already have a first impression—and often a second, third and fourth—how can you break through those impressions, change their assumptions and get them excited about working with you?
This program is for advisors who want to learn a simple but powerful, step-by-step process for describing their holistic wealth-management practice and introducing their new Standard of Care to existing clients, potential referral advocates and prospects.
Learning Objectives
• An introduction to the power of visual learning on adult decision-making and how to structure a more compelling message
• How to use four “back of the napkin” drawings to influence the way decision-makers understand the value of the practice
• Specific scripting for explaining the unique approach and value of the practice
• How to design a referable message, stimulate urgency and focus the conversation on taking action with a next step