Dear Future Financial Planner,
Are you struggling to get your clients to say YES, even after you do your presentation? Do you wonder why your colleagues close people with presentations that are half your presentation time? Are you presenting the same things over and over again to no avail? Well, the problem may just be your presentation itself.
A good presentation should build good first impression, trust and confidence. It should also trigger pain, give a clear understanding of your clients’ need and most importantly, it should get them to say YES automatically without you even asking.
Here’s the harsh truth, many presentations that you were taught to do revolves only around your products, which simply do not engage your clients. Think about it, would you yourself listen to someone ramble on and on about a life policy? I sure won’t!
Nonetheless, I was taught this same type of product presentation back then, and it had me struggling with my sales too! That’s why I flew all over the world, trying to learn the SECRETS behind creating a good presentation from top financial advisors in our industry.
In this coaching video, I want to share with you my own unique set of presentation strategies. You will be surprised to find out that these are short presentations (< 7 minutes). They may be short, but I have personally used them to close some of my biggest cases in 2018.