The Human Side of Money 112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach
Three important questions every advisor should answer:
- Do you think you provide a valuable and life-changing service?
- Do you think your clients are better off with you than without you, even after they pay?
- Do you find that even though they’re better off with you, they still need a little nudge to make the decision to work with you?
If you answered yes to any of these questions, then here’s the harsh truth you need to hear:
Getting prospects to become clients requires more than expertise. It requires persuasion.
And if you can learn to persuade more effectively, then your life-changing impact will be greater and more widespread.
In the popular book Influence: The Psychology of Persuasion, Robert Cialdini presents research on six psychological principles to persuade prospects to become buyers.
Fortunately, Evan Beach took the research from the book and created a version specifically for financial advisors.
In this episode, he’ll reveal how financial advisors can use influence techniques to persuade more prospects to become clients.
You’ll Learn:
- The sales mindset every advisor should have
- How and why to implement a waitlist for prospects
- The psychological reason not to charge for financial plans
- The “freemium” model he uses for his prospecting process
- Why advisors are scared to embrace effective sales techniques
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
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