“Instead of asking if they have any questions, I’ll just become your client. … make it really easy. Hey, will you accept my invitation?”
CS
Chris Smith
Financial Advisor Success ·
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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Close the first meeting with an assertive assumption (“I’m confident we can help you, would you like to become a client?”) instead of asking if the prospect has questions
“Instead of asking if they have any questions, I’ll just become your client. … make it really easy. Hey, will you accept my invitation?”
“…instead, we're like, how can we help this brand?… you become an indispensable brand partner. There's no churn.”
“We had to fabricate additional questions in the application that we didn't even use for rating just to help the client have the confidence that they were buying the right thing for them”
“If you can't make that decision yourself, it helps to have a fractional HR consultant who can kind of ask you those hard questions”
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