BEP 397 – English for Sales: Financial Services (1)

Establishing Rapport and Credibility

In this podcast episode, the importance of building personal rapport and establishing credibility in selling financial services is discussed. Financial advisors need to show that they understand the client's situation and can be trusted. Mentioning mutual connections and having knowledge about the client's busy life helps in building rapport. Establishing credibility is crucial, and this can be achieved by highlighting the company's history, its relationship with a reputable financial institution, and the qualifications of the advisors.