Learn how to build rapport and establish credibility in selling financial services. Learn a few useful collocations you can use when talking about financial services and personal investments. For more practice, Premium Members can access the online quizzes and PDF transcripts for this and other lessons on the BEP website.
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Episode notes
Welcome back to Business English Pod for today’s lesson, the first in a three-part series on selling financial services.
A wise person once observed that sales isn’t just about selling. It’s about building trust and educating. Nowhere is this more true than in world of professional services. And one of the highest stakes professional services to sell are financial services.
Convincing someone to let you manage their money is no easy task! Just think of your own savings, assets, and investments. You probably wouldn’t just entrust them to a faceless business entity. You want to know who’s managing your wealth and you want to know you can trust them to do a good job. Indeed, it’s all about trust.
So, when you’re meeting a potential client considering your financial services, it’s important to start by building personal rapport and establishing credibility. From there you can begin asking questions about a person’s priorities and level of wealth. Discussing these topics will set you up for looking more deeply into the person’s situation and demonstrating you’re the right one to manage their wealth.
In today’s dialog, we’ll listen to a conversation between Robert and Jessica. Robert is a financial advisor with a company called Vickers Wealth Management. Jessica is a working professional looking for financial help as she plans for her future. Robert and Jessica have been introduced by a mutual friend. Now they’re sitting down for the first time in Robert’s office.
Listening Questions
1. Why does Robert mention when the company was founded and their advisors’ qualifications?
2. What does Robert want to ask about before discussing Jessica’s current situation?
3. What does Robert want to get a “rough idea” about?
