Archive for winning clients

Nov
05

Just the Facts….NOT!

Posted by: Debbie Nixon | Comments (4)

Do your prospect’s eyes glaze over when you present them with recommendations? Do they accuse you of teaching them how to build a watch when they ask you for the time   Do they seem suspicious when you present investment data?

The fact is, how your clients hear your facts depends on their level of trust in you….which is impacted by your verbal, emotional and physical consistency….

As a successful financial advisor, you know how important it is for you to connect your products and services with the emotional needs of your clients: How not to outlive their money….how to make sure their family can still pay the bills if they die….paying for the children’s college. ..taking care of elderly parents….

What you many not know is this: even when you are stating facts, emotions come through in a way that subtly affects how well your clients “get” your intended message….

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