64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy With Nancy Bleeke The Human Side Of Money podcast

The Human Side of Money

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By Brendan Frazier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

7M ago 1:45:39

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By Brendan Frazier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

You can't help a prospect if they never become a client.

You can't help a client if they don't implement your advice.

Like it or not, both require a skillset rooted in sales.

As Nancy Bleeke points out, sales isn't about being pushy.

It's simply an information exchange.

And the purpose isn't to convince someone to do something.

Rather, it's to guide them through a process that leads to a confident, comfortable decision.

Fortunately, Nancy teaches advisors around the world an approach to convert prospects into clients without being salesy.

In this episode, we discuss:

Why an "anti-sales" mindset is harmful to prospects and clients
A 4-point framework for prospect meetings
Why "ghosting" happens and how to fix it
"Rightsizing" your services to exactly what the prospect wants and needs
How to "close" without being salesy

And WAY more!

*For more resources discussed in this episode, check out www.wiredplanning.com/episode64

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:

… continue reading

86 episodes

#Trading #Careers #Business #Brendan Frazier #Financialadvisor #Behaviorchange #Financialplanner #Financialplanning #Wealthmanagement #RIA #Investing

The Human Side of Money

64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

The Human Side of Money

published 7M ago

Share

MP3•Episode home

By Brendan Frazier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

You can't help a prospect if they never become a client.

You can't help a client if they don't implement your advice.

Like it or not, both require a skillset rooted in sales.

As Nancy Bleeke points out, sales isn't about being pushy.

It's simply an information exchange.

And the purpose isn't to convince someone to do something.

Rather, it's to guide them through a process that leads to a confident, comfortable decision.

Fortunately, Nancy teaches advisors around the world an approach to convert prospects into clients without being salesy.

In this episode, we discuss:

Why an "anti-sales" mindset is harmful to prospects and clients
A 4-point framework for prospect meetings
Why "ghosting" happens and how to fix it
"Rightsizing" your services to exactly what the prospect wants and needs
How to "close" without being salesy

And WAY more!

*For more resources discussed in this episode, check out www.wiredplanning.com/episode64

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:

… continue reading

86 episodes

#Trading #Careers #Business #Brendan Frazier #Financialadvisor #Behaviorchange #Financialplanner #Financialplanning #Wealthmanagement #RIA #Investing

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