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| financial advisor prospecting scripts: The Sales Script Book Gerhard Gschwandtner, Donald J. Moine, 2008-09 The Sales Script Book contains 420 tested responses to 30 of the most difficult customer objections. If your customer says, I want to think it over, simply open up to tab divider #21, where you'll find 17 tested responses. If the customer says, Your price is too high, ' simply flip to tab #4 to find 23 tested sentences to handle price objections. Put 420 of the most awesome lines at your fingertips to add thousands of dollars to your sales. |
| financial advisor prospecting scripts: The SMART Sales System Michael Halper, 2020-02-27 The SMART Sales System is designed to increase your sales by helping you to improve the most powerful sales tool you have - the words you say when talking with prospects. SMART stands for Sales Messaging and Response Tactics and with that, the system provides clarity for what to say and do during every step of the sales process. The SMART Sales System is unlike all other sales training books and programs in that it is an actual system that you can implement that will tell you exactly what to do (and not do) and what to say (and not say) in all of the common sales prospecting situations you will find yourself in. It does this by providing sales scripts, email templates, questions to ask, objection responses, voicemail scripts, and more. Not only will implementing the system increase your sales, it will also make selling easier, less stressful, and more fun. |
| financial advisor prospecting scripts: Hot Prospects Bill Good, 2008-08-12 Updates the principles in the author's Prospecting Your Way to Sales Success to counsel salespeople on how to identify good prospects in an area where telemarketing is prohibited, sharing strategies that incorporate modern media and technology. 35,000 first printing. |
| financial advisor prospecting scripts: Gathering Assets Nick Murray, 1995 |
| financial advisor prospecting scripts: High-Profit Prospecting Mark Hunter, CSP, 2016-09-16 Search engines and social media have changed how prospecting pipelines for salespeople are built today, but the vitality of the pipeline itself has not. The key to success for every salesperson is his pipeline of prospects. In High-Profit Prospecting, sales expert Mark Hunter shatters costly prospecting myths and eliminates confusion about what works today. Merging new strategies with proven practices that unfortunately many have given up (much to their demise), this must-have resource for salespeople in every industry will help you: Find better leads and qualify them quickly Trade cold calling for informed calling Tailor your timing and message Leave a great voicemail and craft a compelling email Use social media effectively Leverage referrals Get past gatekeepers and open new doors Top producers are still prospecting. However, buyers have evolved, therefore your prospecting needs to as well. For the salesperson, prospecting is still king. Take back control of your pipeline for success! |
| financial advisor prospecting scripts: KNOCK-OUT NETWORKING! Michael Goldberg, 2011-04 Knock-Out Networking! is based on Michael Goldberg’s proven system for attracting more prospects, more referrals, and more business to the pipeline. These proven approaches have helped thousands of sales reps, sales managers, business owners, and job searchers change the way they develop relationships. And they will do the same for you! |
| financial advisor prospecting scripts: The Financial Professional's Guide to Communication Robert L. Finder, 2012-10-18 Today, financial clients are profoundly skeptical. They’ve been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, work from too many boilerplate scripts, repeat too many generic caveats and useless disclaimers. Above all, clients say, their advisors don’t listen well, and don’t link their own needs and views to the recommendations they present. To succeed in today’s radically new environment, financial advisors must first transform the way they communicate. In The Financial Professional’s Guide to Communication, one of the world’s leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, in your own voice. You’ll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you’re desperately searching for – and earn equally powerful rewards for yourself. |
| financial advisor prospecting scripts: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing. |
| financial advisor prospecting scripts: The Keys to the Ladies' Room Adri Miller-Heckman, 2012-12 The Keys to your future success! Women are a goldmine of opportunity for any financial advisor looking to accelerate business growth. The key is knowing what women want and how to apply that knowledge to attract more female clients and generate more referrals. This book is your personal roadmap to making that shift. With the Keys to the Ladies Room you will discover how easy it can be to: • Understand the difference in how men and women relate to money – and convert that knowledge to create a more purpose driven business model. • Develop your personal story which inspires more trust and confidence with both prospects and clients faster • Share what you do in a way that leaves the listener sitting up and craving for more. • Incorporate a more purpose driven process that engages both clients and prospects simultaneously, uncovering more assets and opportunities. • Articulate your true value as a financial advisor (and it's not what you think!)that wins you the big business With time-tested scripts and practical, step-by-step guidance from a former Smith Barney National Training Officer, this book promises to transform your marketing and accelerate business growth by attracting more women clients and creating more loyal raving fans. This book is destined to start a new revolution in the financial services industry. Adri has artfully combined the strengths of women with the experience and wisdom of men to create a new, refreshing business model for financial advisors. She speaks directly to what advisors need – and what clients want. This is a must-read for any financial professional looking to create a deeply meaningful and highly profitable advisory practice. Barbara Stanny, Bestselling author of Prince Charming Isn't Coming, Overcoming Underearning, and Secrets of Six-Figure Women |
| financial advisor prospecting scripts: Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself Stephen Wershing, 2012-10-05 The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it the new referral conversation, and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique brand Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. The way you have been told to attract referrals is based on an assumption that's wrong, Wershing writes. And it is undermining your business and your relationships. You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective. -- JULIE LITTLECHILD, founder and president of Advisor Impact The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting. -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor Reading this book will revolutionize how you think about growing your business. -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource! -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun! -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet |
| financial advisor prospecting scripts: The Million-dollar Financial Services Practice David J. Mullen (Jr.), David J. Mullen, Jr., 2013 Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers. |
| financial advisor prospecting scripts: Behavioral Investment Counseling Nick Murray, 2008 |
| financial advisor prospecting scripts: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| financial advisor prospecting scripts: Power Phone Scripts Mike Brooks, 2017-06-26 Start closing sales like top producers! Have you ever found yourself at a loss for what to say when the gatekeeper asks you what your call is about? Have your palms ever sweated when the decision maker shuts you down with: “I wouldn’t be interested”? Has your heart taken a fast dive into your stomach when, at the start of your presentation, your prospect tells you that they’ve thought about it and are just going to pass? If you’re in sales, then the question isn’t “Have you ever felt this way?”, but rather, “How often do you feel this way? Are you finally ready to learn how to confidently and effectively overcome these objections, stalls, and blow-offs? If so, Power Phone Scripts was written for you! Unlike other books on sales that tell you what you should do (like build value – hard to do when the prospect is hanging up on you!), Power Phone Scripts provides word-for-word scripts, phrases, questions, and comebacks that you can use on your very next call. Learn to overcome resistance, get through to the decision maker, and then, once you have him or her on the phone, make an instant connection and earn the right to have a meaningful conversation. You’ll be equipped with proven questions, conversation starters, and techniques to learn whether or not they are even right for your product or service, and, if they aren’t, who else in their company or another department might be. Power Phone Scripts is the sales manual you’ve been looking for: over 500 proven, current, and non-salesy phrases, rebuttals, questions, and conversation openers that will instantly make you sound more confident – just like the top producing sales pros do right now. Gone will be your call reluctance; gone will be your fear of calling prospects back for presentations and demos; gone will be the fear of asking for the sale at the end of your pitch! This practical guide is filled with effective scripts for prospecting, emailing, voice mails, closes, and tons of rebuttals to recurring objections you get like: “It costs too much” “We already have a vendor for that” “I’m going to need to think about it” “I need to talk to the boss or committee” and so many others... More than just phone scripts, this book provides practical, comprehensive guidance that every inside sales rep needs. Conquer concerns, provide answers, motivate action, and be the conduit between your prospect’s problems and your solution. Actionable, fun, and designed to work within the current sales environment, this invaluable guide is your ticket to the top of the leader board. With Power Phone Scripts, you will never be at a loss of what to say to a prospect or client. Communication is everything in sales, and being on top of your game is no longer enough when top producers are playing a different game altogether. You cannot achieve winning stats if you're not even on the field. If you're ready to join the big league, Power Phone Scripts is the playbook you need to win at inside sales. |
| financial advisor prospecting scripts: Modern Appointment Setting Gail Goodman, 2019-09 |
| financial advisor prospecting scripts: Values-based Financial Planning Bill Bachrach, 2000 Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ... |
| financial advisor prospecting scripts: Take the Cold Out of Cold Calling Sam Richter, 2008 Presents advice on using Internet searching to perform successful telephone sales. |
| financial advisor prospecting scripts: How to Sell Anything to Anybody Joe Girard, 2006-02-07 Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market. |
| financial advisor prospecting scripts: The Psychology of Selling Brian Tracy, 2006-06-20 Double and triple your sales--in any market. The purpose of this book is to give you a series of ideas, methods, strategies, and techniques that you can use immediately to make more sales, faster and easier than ever before. It's a promise of prosperity that sales guru Brian Tracy has seen fulfilled again and again. More sales people have become millionaires as a result of listening to and applying his ideas than from any other sales training process ever developed. |
| financial advisor prospecting scripts: Don't Keep Me A Secret: Proven Tactics to Get Referrals and Introductions Bill Cates, 2007-09-17 Create an Army of Advocates for You and Your Business Word-of-mouth, person-to-person connections matter more to your success than all the hard-sell strategies in the world. This ingenious self-marketing guide by America's #1 “Referral Guru” reveals surefire secrets that will help you to identify, and successfully meet, hundreds of high-quality referrals. Without spending a dime, you can shorten your sales cycle, increase your profits, and expand your network of friends and contacts--by giving them something to talk about. You will discover The 7 Deadly Referral Mistakes and How to Avoid Them 12 Ways to Get Great Prospects Calling You 10 Social Prospecting Ideas That Generate Referrals 6 Tactics for Stronger Introductions PLUS the 4-Point VIPS MethodTM for Asking for Referrals Whether you're a small business owner, self-employed worker, or company salesperson, referrals are the most inexpensive and effective way to drum up business. With Cates' techniques, you can establish a real name for yourself by making more connections, and more money, than you ever thought possible. “I dare you to read this book and not come away with a dozen or more ideas you can put to use immediately.” -Gerhard Gschwandtner, publisher, Selling Power magazine |
| financial advisor prospecting scripts: Conversations That Sell Nancy Bleeke, 2013 Winner of the Top Sales World Magazine's 2013 Top Sales Marketing Book Award, Gold Medal |
| financial advisor prospecting scripts: The Indispensable LinkedIn Sales Guide for Financial Advisors Kevin Nichols, Matt Oechsli, 2014-01-01 |
| financial advisor prospecting scripts: How I Invest My Money Brian Portnoy, Joshua Brown, 2020-11-17 The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian |
| financial advisor prospecting scripts: Way of the Wolf Jordan Belfort, 2017-09-26 Jordan Belfort—immortalized by Leonardo DiCaprio in the hit movie The Wolf of Wall Street—reveals the step-by-step sales and persuasion system proven to turn anyone into a sales-closing, money-earning rock star. For the first time ever, Jordan Belfort opens his playbook and gives you access to his exclusive step-by-step system—the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now this revolutionary program was only available through Jordan’s $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth. Every technique, every strategy, and every tip has been tested and proven to work in real-life situations. Written in his own inimitable voice, Way of the Wolf cracks the code on how to persuade anyone to do anything, and coaches readers—regardless of age, education, or skill level—to be a master sales person, negotiator, closer, entrepreneur, or speaker. |
| financial advisor prospecting scripts: Lead Generation for the Complex Sale: Boost the Quality and Quantity of Leads to Increase Your ROI Brian Carroll, 2010-06-08 Lead Generation for the Complex Sale arms you with a sophisticated multimodal approach to generating highly profitable leads. Brian Carroll, CEO of InTouch Incorporated and expert in lead generation solutions, reveals key strategies that you can implement immediately to win new customers, accelerate growth, and improve your sales performance. You'll start by defining your ideal leads and targeting your ideal customer. Then, you'll construct your lead generation plan, a crucial step to staying ahead of your competition long-term. To help you put your plan into action, Carroll guides you step by step to: Align sales and marketing efforts to optimize the number of leads Use multiple lead generation vehicles, including e-mail, referrals, public relations, speaking events, webinars, and more Create value for the prospective customer throughout the buying process Manage a large group of leads without feeling overwhelmed Identify and prioritize your best prospects Increase the percentage of leads who become profitable customers Avoid lulls in the sales cycle With Lead Generation for the Complex Sale you'll learn how to target prospects early in the buying process and make the most efficient use of sales productivity and marketing resources. |
| financial advisor prospecting scripts: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| financial advisor prospecting scripts: Unlimited Selling Power Donald Moine, Kenneth Lloyd, 1990-03-01 Provides salespeople with information on hypnotic techniques and how to use them in sales presentations and script books to win the customer's trust and make sales. |
| financial advisor prospecting scripts: Seven Figure Firm Erin Botsford, 2024-05-21 Turn Your Financial Services Practice Into a Growing Business New Systems. In Seven Figure Firm, author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to- -Develop Effective Prospecting and Marketing Methods -Create Your Brand -Recruit and Build a Team -Use Systems and Processes to Create Raving Fans -Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford's experience and following her in-depth process, you will have a solid path to a successful seven-figure firm. |
| financial advisor prospecting scripts: Breaking Money Silence® Kathleen Burns Kingsbury, 2017-09-15 Anyone concerned about finances—and that's just about everyone—will welcome this step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. Almost half of Americans say that the most difficult topic to discuss with loved ones is their personal finances, so much so that they would rather talk about death, politics, or religion. But what price do you pay for staying quiet? In her fifth book, Kathleen Burns Kingsbury, a wealth psychology expert with over twenty-five years of experience empowering women, couples, parents, families, and wealth advisors, provides you with the answer. This book equips you with the practical tools needed to navigate difficult conversations and future-proof your finances. Discover how to identify your thoughts and beliefs about wealth, and how doing so can help you talk more openly and honestly about money with loved ones. Acquire skills for engaging in effective dialogues with aging parents about healthcare costs, estate planning, and end-of-life issues. Learn tips for fighting fair financially with your partner, and for raising a financially literate next generation. Using Money Talk Challenges and real-life stories, Kingsbury coaches you (and your trusted advisor) to take action. You'll walk away with a roadmap for putting what you learn into practice. Breaking Money Silence is a catalyst for a money revolution leading to a more gender-savvy, financially secure, and financially literate world. |
| financial advisor prospecting scripts: Unlock the Sales Game Ari Galper, 2015-04-15 Ari Galper's Unlock The Game is the greatest sales breakthrough in the last 20 years. Brian Tracy, Founder of Brian Tracy International Stop selling, start creating trust. If you flick through the pages of typical sales books and sales training material, you will find a constant flow of sales messages like, Focus on closing the sale, Overcome objections, Be relentless, Accept rejection as a normal part of selling, Use persuasion to get useful information about your prospects, and Chase the sale. In short, get the sale at the expense of the human relationship. For the customer, this approach is transparent and all too familiar. Crossing social boundaries and adding pressure to the sales process makes it a gut-wrenching and painful process. There is a much better way to succeed in selling - moving away from the hidden agenda of focusing on making the sale to a place of complete trust and authenticity. When you arrive at this place, it opens up a whole new world of sales opportunities for you and your business. In other words, when you stop selling and start building authentic relationships based on trust, authenticity and integrity, the possibilities are endless. Ari Galper, The World's #1 Authority on Trust-Based Selling, and founder of Unlock The Game, the most successful trust-based selling approach adopted by thousands of business owners and sales consultants worldwide, has dramatically changed the way millions of sales transactions are made today. In his new book Unlock The Sales Game, he directly challenges all the selling rules that are considered status quo thinking among most small and large businesses and provides a new and authentic sales mindset -- along with his very powerful trust-based languaging -- that is taking the sales world by storm. Here's a sampling of what you'll discover: Seven Ways to Cut Loose from Old Sales Thinking How to Sales Call Using Your Right Brain - So You Can Make Selling Enjoyable and Productive Seven Steps to Selling Follow-Up Seven Ways to Stop Chasing Decision Makers How to Recognise and Diffuse Hidden Pressures in Selling The Surprising Truth About Selling - Three Selling Myths and Why They Hurt You No More Selling Scripts? Five Ways to Be Yourself Again You are welcome to access our FREE 10-Part Audio Seminar Sales Secrets Even The Sales Guru's Don't Know! at www.UnlockTheGame.com/GuruSecrets a $300 Value. |
| financial advisor prospecting scripts: Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients Bill Cates, 2013-03-26 More Introductions! More Appointments! More Clients! You face four hurdles to gaining new clients: finding enough of the right prospects, getting their attention, making the sale, and multiplying your clients through referrals. While referrals are important, they're not the endgame. Beyond Referrals helps you turn referrals into introductions, appointments, and sales--showing you how to turn referrals into introductions to the prospects who are eager to hear from you. Then, you'll learn proven ways to convert a high percentage of prospects into high-value clients. Bill's referral system is being used throughout our company because the results are undeniable. He has truly revolutionized the way our advisors are acquiring new clients through referrals. This book will turbocharge your client acquisition! -- JOE JORDAN, Senior Vice President, MetLife Beyond Referrals is a gold mine of value-based, profit-creating information. Utilizing Bill's Perpetual Revenue System, we learn that obtaining the referral is only the first step in an ongoing and very profitable cycle. -- BOB BURG, coauthor of The Go-Giver and author of Endless Referrals Beyond Referrals explains how to avoid leaving money on the table from what I call the 'second sale.' You can read this book and double your business, or you can merely work twice as hard. That's not much of a choice. -- ALAN WEISS, PhD, author of Million Dollar Consulting and Million Dollar Referrals This is the ultimate blueprint for converting referrals into clients. -- Ivan Misner, PhD, New York Times bestselling author and founder of BNI |
| financial advisor prospecting scripts: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| financial advisor prospecting scripts: After My Nap Kenisha G Fallen, 2022-03-28 Erin is an energetic, curious little boy who loves to play, go on adventures, and do new and exciting things with his family and friends. In a perfect world, he would be busy all day, every day. There's only one thing standing in the way of his fun, he must take a nap. Erin dreads taking naps, but he must get his rest for his afternoon adventures. This book is perfect for 3-5 year-old children who also dread nap time but love all things fun and adventurous! |
| financial advisor prospecting scripts: Combo Prospecting Tony Hughes, 2018-01-11 How do you break through to impossible-to-reach executive buyers who are intent on blocking out the noise that confronts them every day? In a world where everyone is completely inundated by phone calls, drop-ins, pop-up ads, and junk mail, how can you and your product begin to make its impression known in the business world? By learning how to combine time-tested sales processes with cutting-edge social media strategies. Sales expert and author Tony J. Hughes details today’s new breed of chief executive buyers, the channels they use, the value narratives that they find appealing, and the mix of methods that will grab their attention. In Combo Prospecting, you will learn how to: Locate leverage points that matter Secure decision-maker meetings Build a knockout online brand that distinguishes you from the pack Build a constantly growing list of profitable referrals And much more! Old-school prospecting tactics are growing increasingly irrelevant in today’s tech-savvy online business world. However, new-school techniques alone have proven to not be able to provide the answers. The key to your success is to learn how to unleash a killer combination of old and new sales strategies. |
| financial advisor prospecting scripts: Radical Relevance Bill Cates, 2019-09-30 Your Value Proposition is not your Elevator Pitch, Positioning Statement, or Unique Selling Proposition. Your Value Proposition is the sum total of all the value you bring to your prospects, clients, strategic partners, and even your employees. Your Value Proposition is the foundation of your business. No value proposition = No business! In today's world of marketing-message overload, the most effective way to grab someone's attention is through radically relevant and critically compelling messaging. Communicating a relevant and compelling value proposition has always been a critical part of winning new business. And your overwhelmed prospects and clients need and even expect your value proposition to be bullseye relevant and continually compelling. In Radical Relevance, Hall of Fame marketer and speaker Bill Cates, lays out your complete road map to discover, formulate, and communicate your value proposition in a way that will be irresistible to just the right prospects, compel them to follow your recommendations, and repel prospects who aren't a perfect fit. Remember: if you try to appeal to everyone, you run the risk of appealing to no one.It's time to take a stand with your value!It's time to get Radically Relevant! |
| financial advisor prospecting scripts: The Yellow Brick Road for Insurance Phone Sales Kirk Fuqua, 2019-09-25 |
| financial advisor prospecting scripts: Delivering Massive Value Matthew Jarvis, 2022-11-10 If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the investment gurus won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible. |
| financial advisor prospecting scripts: The Entrepreneur's Guide to Customer Development Brant Cooper, Patrick Vlaskovits, 2010 Presents a framework for starting and building new businesses based on the authors' insight that most startups fail because they didn't develop their market. Based on Steve Blank's 2005 book 'The four steps to the Epiphany', this non-fiction novella aims to help readers to develop customer development. |
| financial advisor prospecting scripts: Sales and Post-Sales Scripts for Accounting and Financial Services Vijay Martis, 2024-09-14 Sales and Post-Sales Scripts for Accounting and Financial Services by Vijay Martis In the competitive world of accounting and financial services, success hinges on more than just number-crunching skills. Sales and Post-Sales Scripts for Accounting and Financial Services is your ultimate guide to mastering the art of client communication and relationship-building. This comprehensive book offers practical scripts, actionable insights, and proven strategies to help you excel in every client interaction, from the initial sales pitch to long-term engagement. Whether you're a seasoned professional or new to the field, this book provides the tools you need to communicate confidently and effectively. You'll learn how to make lasting first impressions, build rapport with clients, and ask the right questions to uncover their needs. Discover techniques for presenting your services compellingly, handling objections with finesse, and maintaining strong relationships long after the sale. Packed with relatable anecdotes, real-world examples, and engaging exercises, this book transforms complex communication concepts into easy-to-apply techniques. You'll gain valuable tips on adapting your approach to different client personalities, measuring your success, and continuously improving your skills. By the time you finish reading, you'll have a toolbox filled with scripts and strategies to enhance your interactions with clients in the accounting and financial services realm. Prepare to boost your confidence, refine your communication skills, and take your career to new heights. If you're ready to elevate your sales and post-sales game, transform your client relationships, and stand out in a competitive marketplace, Sales and Post-Sales Scripts for Accounting and Financial Services is the essential resource you've been waiting for. Don't just crunch numbers – learn to connect, engage, and thrive in your professional interactions. |
| financial advisor prospecting scripts: Authority Selling Mike Saunders Mba, 2016-09-12 In this book you will not find sales scripts or how to overcome objections, there are plenty of other books that cover that. What you will find, is how to use your platform of Authority Positioning to separate yourself from your competition so that you become the obvious choice. Authority Selling includes concepts based on cutting-edge research by social psychologists and infused with marketing psychology principles of: Authority, Social Proof, Scarcity and others taught by Dr. Robert B. Cialdini in his groundbreaking book: Influence: The Psychology of Persuasion. To separate yourself from your competitors you must stand out. This can take on many different forms, but the most effective way is to stand out for being a credible Influence and Authority in your field. Research conducted by American social psychologist, Stanley Milgrim discovered The marketplace will blindly believe the words of an expert. The power of this Milgram's Law is that you can become THE expert even if you are starting out from scratch, BUT you must know how to leverage this law with one from George Zipf. Zipf's Law says that your ideal clients intentionally narrow their choices to those who are on top. You must understand how to leverage Milgram's Law and Zipf's Law along with your Authority Positioning Portfolio so that you can create a virtual blockade around your business to dramatically reduce your competitors from competing against you. Your prospects do not know what you know about your industry. Period. So when you can pre-frame your expertise with educational pieces of content from a radio or podcast interview, media mentions in news stories or the fact that you are a published author on the exact topic your target audience is in need of solving...you are pre-framed immensely with Authority Positioning! Based on the NLP concept of Framing, a Pre-Frame is a powerful approach that allows you to strategically and subtlety let your target audience know what is going to happen and how they should think about it. When this is done in advance of them connecting with you, whether days or minutes, you are positioned as a credible Authority. Using this approach, you have the unique ability to use this science of setting your prospect's buying behavior. |
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