Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington

1

Introduction

00:00 • 3min

2

The Pocket Guide to Sales for Financial Advisors

02:40 • 3min

3

I'm Smarter Than the CFP Credentialed Adviser

05:22 • 2min

4

Is There a Curse of Knowledge in Financial Planning?

07:48 • 2min

5

I'm an Independent Broker Dealer, Right?

10:14 • 2min

6

Are You Trying to Separate Yourself From Your Clients?

11:52 • 2min

7

What's the Client Experience?

13:47 • 4min

8

Investable Network - Is That Really What We're Doing?

17:39 • 2min

9

Is There a Niche in Your Business?

19:15 • 2min

10

Using Language That Speaks to Your Clients

21:31 • 3min

11

The Value of Investing in Niche Marketing

24:23 • 3min

12

Are You Passionate About Something?

27:28 • 2min

13

I Work With Women Going Through Divorce

29:26 • 3min

14

I'm a Woman Business Owner, I Need to Talk With You

32:26 • 2min

15

Are You Trying to Reach Millennials?

34:39 • 2min

16

Are You Talking to a Financial Professional About This?

36:41 • 3min

17

What's the Trigger?

39:19 • 4min

18

Is Your Divorce a Pink Elephant?

43:27 • 5min

19

How Do I Explode My Clients' Business?

48:08 • 4min

20

C.O.I. Marketing

52:03 • 3min

21

Is There a Sales Plan?

54:47 • 2min

22

How Are We Doing With Client Referrals?

56:43 • 2min

23

How Do I Get More Clients to Refer?

58:23 • 2min

24

How to Increase Sales in Your Market

01:00:24 • 2min

25

Is There a Time Management Approach?

01:02:04 • 2min

26

How to Get New Sales From Existing Clients

01:04:14 • 2min

27

Are You Really Going to Leave This Call With Me?

01:06:07 • 2min

28

Practice Saying It Out Loud

01:07:42 • 5min

29

Don't Say It the Way You Say It

01:12:32 • 2min

30

How Can You Help Me?

01:14:41 • 4min

31

Set an Expected Outcome

01:18:25 • 3min

32

What Are You Asking Your Clients?

01:20:59 • 2min

33

Are You Ready to Make a Decision?

01:22:50 • 2min

34

Decision Making Process

01:24:47 • 2min

35

Is This Person Really a Good Fit?

01:26:32 • 2min

36

The Jump How High Problem

01:28:21 • 2min

37

Is This a Good Fit for Your Business?

01:30:27 • 3min

38

Not Everyone Is Going to Be a Fit for You

01:33:10 • 5min

39

The Most Undervalued, High Gain Thing That Every Advisor Should Learn How to Do Really Well

01:37:40 • 2min

40

Negative Selling Strategies - Is This Right for Me or Not?

01:39:52 • 5min

41

The Date Analogies

01:45:04 • 2min

42

What Do We Understand the Most About the Lease?

01:46:37 • 2min

43

How Do You Work With Advisors?

01:48:23 • 5min

44

What Advice Would You Give to Younger Advisors?

01:53:07 • 2min

45

How Do You Define Success?

01:55:27 • 2min

46

How to Break Through to the Next Level of Financial Advisor Success

01:57:45 • 2min