How Top Advisors Build Strong Connections In The First Meeting With Prospects. Advisor Communication

We have over 10 video training videos detailing the complete sales process and communication frameworks Ron used to grow to 700M in 7 Years in The Future of Advice Academy. 👉 Apply Here: https://davezoller.org/future-of-advice-youtube 🔥 JOIN THOUSANDS ADVISORS AND GROW YOUR BUSINESS FASTER https://www.streamlinemypractice.com/newsletter Subscribe To This Channel https://bit.ly/StreamlineMyPractice-YouTube ________________________ If we don't connect in the first meeting, we don't have a chance at helping new clients. there's a simple strategy we use to connect with people we've never met, whether it's in person, on the phone, or video call. My name is Dave Zoller, and I run Streamline Financial the advisory firm, If you're also an advisor, be sure to subscribe because I put out a new video every week for advisors on growth strategies, practice mgmt, and client communication. Really, we're at quite a disadvantage since March of 2020 where we had to move everything virtually. Not being in the same room with someone really does take away from the ability to connect. But there's a simple thing you can do to really build a strong relationship. It all has to do with the question you ask. It's not about the credentials behind our name, how big our firm is, or even how knowledgeable we are. The person you are talking to will feel a connection when they feel that you really care for them and their situation. Now there is a specific question we ask to show that we do care. But you actually have to care. You can't fake this. Asking the question WITHOUT genuinely being interested in that person talking with you, won't work. So you have to make sure you're fully present with a mindest of giving and not taking. So here's the framework and the question. We used to ask this very early on in the meeting but we've actually found that it's better to do it at the end of the meeting because it ends the meeting on a positive note. Remember that saying of, they might not remember what you said. but they will remember how they feel. Well, this just gives us a greater chance at this. So what we're doing is finding out "What's most important" to this new prospective client. In the meeting, they may have mentioned financial goals and maybe dreams they have, of which need money and planning to achieve. But just talking about goals does not get to the real motivation behind what they are planning for. In order to connect, we need to know the why behind the goal. The emotional element behind the financial goal. ---------- This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor. ________________________ POPULAR VIDEOS Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients. https://youtu.be/v3NNBr3RA4Q THE BEST FIRST MEETING QUESTIONS https://youtu.be/Tv4ywFaISMo This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you. Music Running Circles-Cody Francis Subway Dreams- Dan Henig #financialadvisortraining #streamlinemypractice #wealthmanagement