Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
00:00
Is There a Curse of Knowledge in Financial Planning?
I like this framing of it's not selling, it's informing that I think there is this challenge trap that we just all get into. Sometimes we know so much, we just sort of forget how not that much everybody else knows and don't adjust our explanations accordingly or views accordingly. We're supposed to be the experts with the consensus understanding of how this stuff works. And if we don't agree, how on earth does the next prospective client have any clue what we say we're doing?
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