Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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Used a specific opening script that honors the prospect, states the meeting is about them, declares no pressure, and promises to either schedule a second meeting or decline if not a fit
“Closing the first meeting with an assertive assumption rather than asking if the prospect has any questions increases the chances the prospect will schedule a second meeting”
“You don’t pay unless the meeting actually gets scheduled… if the meeting doesn’t happen you’re refunded immediately”
“I want people to have clarity about pricing ... I want people to be able to meet after work, meet in a weekend if that suits them”
“Opening a special window to meet state-run oil companies' dollar requirements”
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