“Sell me this pen.” You are probably familiar with this question – made famous by the movie The Wolf of Wall Street. Chances are, people who know and apply the correct response to this question are expert salesmen.
They are the ones regarded as experts in their field, trusted by their customers and able to close deals effortlessly. Why? Because the technique to sell is to know the person first. What their needs are, what kind of pens do they use, do they use a pen, what’s important to them – etc. Once you find out what exactly they need, then you can tell them about what you have, and they will be willing to listen.
However, in real life, it is easier said than done. Unless the person already knows you, chances are, they have their guards up- tight-lipped about their situation, especially the numbers. Without knowing the customer, it is almost impossible to provide a financial recommendation that can help them.
What if there’s a way to get your client or prospect to open up to you automatically and let you know their full financial status, without giving them a nudge?
What if you can be THE indispensible financial advisor they need in their lives, who they rely on to manage ALL their assets?
And….stop losing them to other financial providers like the bankers, once you become the one-stop trusted advisor to help them achieve their financial dreams and aspirations?
