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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Ask prospects directly “Will you accept my invitation?” instead of asking “Do you have any questions?” to make saying yes easier
“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”
“I’d like to invite you to become our newest client. Will you accept my invitation?”
“We have service bot, for example. You can ask questions. ... I could just ask all the questions and get all the answers whenever I needed any time of day.”
“If you get asked, say, two questions, one's a legal advice question, one's a commercial advice question, perhaps answer them as separate emails. One, so this is legal advice, this is privileged. And two, here's my answer to your commercial question.”
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