Business-building ideas and advice to move you forward faster.
When clients ask how you’re doing, tactically describe what you’ve been doing to equip them with words to easily refer you to others.
“So how are you guys doing?” Don’t waste this question! Here’s how to use it.
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When you get asked this question, you want to maximize the opportunity. (And you will get asked it: it’s ubiquitous in our conversation.)
When I ask advisors how they’re doing — and I say that while role-playing with them, though they don’t quite realize it at the time — they’ll just say, “Busy,” or “Yeah, there’s a lot going on,” and not really reveal anything about what’s actually going on with them. We get so used to hearing and responding to this question, it’s really become a throwaway line. And yet, it’s a great opportunity for you to plant words in your clients’ minds explaining exactly who and how you help.
To maximize the opportunity when you do get this question (and you will get it),
Believe me, what you’ve just described to them will go in, and when they’re talking with friends and family who aren’t hearing from their advisors, your words will come back to their minds. Then you can expect to receive some great introductions from great existing clients.
I look forward to bringing you another Distraction-Proof Advisor Idea next week.
For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.
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Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.
"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"
Michelle Glass, Glass Financial Advisors