If you are a financial advisor who has ever struggled when dealing with wealthy prospective clients, then what you need is a process or formula to follow that will enhance your success. About the only more frustrating than not having enough appointments, is blowing them when given the opportunity. That's where a formula comes in.
With formulas, all the typical human-error is removed. It's replicatable. It's like 2+2. When I do it I get 4. You do it, you get 4. You see, if you know that a formula works - virtually anyone with a pulse can 'plug-in' to the formula and get the same results. If you haven't reduced everything you do in your business to some type of formula...then you're working too hard and will never get predictable results.
Evergreen Direct Management and Evergreen Direct Japan is Professional Financial advisers in Singapore. Banks provide their financial services to clients through personal online banking, making banking more convenient for individuals who may not have the time to go to banks.
And with the right "formula" your results can become mucho-predictable. You will know exactly how many new clients and new money under management you'll have in two months; or 6 months; or 6 years for that matter. It's easy and I'll show you how and why it works for anybody, anywhere, all the time.
So let's get to what I call the Million Dollar Sales Formula...
The Million Dollar Sales Formula Step #1:
We've all had prospects that no matter how much we know they should work with us, for some reason or another choose not to. Often times financial advisors will beat themselves up chasing the prospect, trying to figure out what went wrong - and almost always think it's because either: A) The client's an idiot (which is sometimes true) or B) We said something wrong in our meetings/sales process
I on the other hand would contend that most our our sales failures in financial services is due to something we did far earlier than when we asked for the business (you are asking for the business, right?). Through extensive trial and error, what I've found is that we fail to make the appropriate 'first impression' before the meeting process has even begun. And that's why we lose clients that should never be lost.
How do you fix this?
By making sure you send out a packet to all prospects prior to them meeting with you. When done correctly this 'packet' can literally close 32.4% of the prospects before they even meet with you. I know, I've measured with and without and can substantiate that exact number. Let me share with you the pre-meeting components that must be executed to significantly increase your closing ratio:
A Confidential Personal Profile. This is what they put their name, date of birth, children's first names, and the like on. It should be no more than one page and should also ask for the names of their current broker, advisor (these are different and will make your client decide exactly what their current "advisors" are in their eyes), attorney, accountant and insurance agent. In the same section you should also give your prospect a satisfaction scale of 1 - 5 to rate their current financial professionals. . To know more about Evergreen Direct Management and Evergreen Direct Japan please visit here: – http://evergreendirectmanagementjapan.com
With formulas, all the typical human-error is removed. It's replicatable. It's like 2+2. When I do it I get 4. You do it, you get 4. You see, if you know that a formula works - virtually anyone with a pulse can 'plug-in' to the formula and get the same results. If you haven't reduced everything you do in your business to some type of formula...then you're working too hard and will never get predictable results.
Evergreen Direct Management and Evergreen Direct Japan is Professional Financial advisers in Singapore. Banks provide their financial services to clients through personal online banking, making banking more convenient for individuals who may not have the time to go to banks.
And with the right "formula" your results can become mucho-predictable. You will know exactly how many new clients and new money under management you'll have in two months; or 6 months; or 6 years for that matter. It's easy and I'll show you how and why it works for anybody, anywhere, all the time.
So let's get to what I call the Million Dollar Sales Formula...
The Million Dollar Sales Formula Step #1:
We've all had prospects that no matter how much we know they should work with us, for some reason or another choose not to. Often times financial advisors will beat themselves up chasing the prospect, trying to figure out what went wrong - and almost always think it's because either: A) The client's an idiot (which is sometimes true) or B) We said something wrong in our meetings/sales process
I on the other hand would contend that most our our sales failures in financial services is due to something we did far earlier than when we asked for the business (you are asking for the business, right?). Through extensive trial and error, what I've found is that we fail to make the appropriate 'first impression' before the meeting process has even begun. And that's why we lose clients that should never be lost.
How do you fix this?
By making sure you send out a packet to all prospects prior to them meeting with you. When done correctly this 'packet' can literally close 32.4% of the prospects before they even meet with you. I know, I've measured with and without and can substantiate that exact number. Let me share with you the pre-meeting components that must be executed to significantly increase your closing ratio:
A Confidential Personal Profile. This is what they put their name, date of birth, children's first names, and the like on. It should be no more than one page and should also ask for the names of their current broker, advisor (these are different and will make your client decide exactly what their current "advisors" are in their eyes), attorney, accountant and insurance agent. In the same section you should also give your prospect a satisfaction scale of 1 - 5 to rate their current financial professionals. . To know more about Evergreen Direct Management and Evergreen Direct Japan please visit here: – http://evergreendirectmanagementjapan.com