We just closed a case on the 2nd meeting, no presentation at all, just a conversation. We will keep doing what you have taught us and get better as we go.
Dan Solin’s coaching techniques offer the advisor fundamentals of human behavior. He offers insight of what specifically to do and what not to do with research to prove it. I personally find his works and teachings invaluable to help understand the mechanics of sound client relationship building skills.
I have consistently coached fellow FAs on the value of curiosity, and asking great questions during discovery. I look forward to your weekly articles and your future coaching sessions!!!
Just an update on our prospecting. Since our first discussion late last year, we have had 14 prospects referred to us. Of those, 11 have closed to become clients, 1 is delayed…and 3 still have their preliminary meeting to complete. Unbelievable results.
Met a referral …. yesterday – he said we were TOTALLY different from the other advisors he met. We were interested in him more than our product. And of course I went to [the meeting] with not a scrap of paper, no pen, no PowerPoint, no nothing.
Just landed a good new client after the 2nd meeting. Never had a chance to even discuss our investment strategy. We are very pleased with the results to date.
We use SEO and other marketing strategies to create a steady flow of leads for financial advisors and estate planning attorneys
dansolin@ebadvisormarketing.com