The Human Side of Money cover image

The Human Side of Money

64: A Comfortable Approach For Turning Prospects Into Clients Without Being Salesy with Nancy Bleeke

Nov 9, 2022
01:45:38

You can’t help a prospect if they never become a client.

You can’t help a client if they don’t implement your advice. Like it or not, both require a skillset rooted in sales. As Nancy Bleeke points out, sales isn’t about being pushy. 

It’s simply an information exchange.

And the purpose isn’t to convince someone to do something. Rather, it’s to guide them through a process that leads to a confident, comfortable decision. Fortunately, Nancy teaches advisors around the world an approach to convert prospects into clients without being salesy.

We discuss:

  • Why an “anti-sales” mindset is harmful to prospects and clients
  • A 4-point framework for prospect meetings
  • Why “ghosting” happens and how to fix it
  • “Rightsizing” your services to exactly what the prospect wants and needs
  • How to “close” without being salesy
  • And WAY more!

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Connect with Brendan Frazier: 

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode