I had a phone call yesterday from a client. I was consciously aware of engaging him early by asking questions. Call lasted approximately 20 mins. 19+ minutes on golf etc. – about 30 seconds on the client saying to me ‘to whom should I make the check payable to again?’ Apparently the oxytocin was flooding the frontal cortex. Client sent a check that we received today.
Your marketing outlook, really your insight into human behavior and the Solin Process, have made a major impact on our firm. You’ve permanently changed our strategy for prospect/client (and some personal) relationships for the better.
Dan, I saw you speak at a Dimensional Conference a couple of years ago. Everything you said with respect to prospecting new clientele has proven to be spot on.
I just had a prospect meeting. I asked lots of questions, didn’t say anything about my background, and I was hired.
*Thank You Dan* for helping me frame this initial meeting in the exact right way!! I know you had a substantial impact on how well the meeting went, and I’m confident our newly established coaching relationship will continue to provide me with the guidance I need to help this client as well as many others in the future.
The business had our best growth year this past 2019 (than it’s had since early ‘90s). We used the power of active listening, and many of your helpful tools and questions. Recently my close ratio has skyrocketed.
We use SEO and other marketing strategies to create a steady flow of leads for financial advisors and estate planning attorneys
dansolin@ebadvisormarketing.com