Dear Future Financial Planner,
Do you know that on most advisors in the market now doesn't have a structure in sales.
💔I remember when I first started out as an advisor, my approach was always a hit and miss. I was trying really hard to push my sales but I didn't have a clear structure to execute. There was a saying work smart rather than working hard, I never really gave any thoughts about it until I got stagnant for a few years and I decided to make a change. That is when I started to dissect the sales process into bits and pieces.
The Sales Cycle process may seems complicated but I have already shortcut the process for you. I have tested many strategies across the years but sticking to my sales process has brought me from 1 x TOT to 100 x MDRT in 2019.
Now what is in my full Sales Cycle process?
1. Prospecting
2. Concept Presentation
3. Objection Handling
4. Closing
5. Maximizing Sales
In the past I had sessions on each individual topics but never on the full sales cycle.
Here’s the good news. What if I told you that these strategies can easily be replicated by you?
My intention is to show you how you can potentially close more cases in a more efficient and effective way. 👏👏👏 This is why I am doing this session specifically to share the full blueprint with you.
✅For those who are new to financial planning, I'll show you how to get new leads to increase your client base while working on your closing ratio simultaneously. These strategies must be executed on a weekly basis to see consistent results, since you are new it requires more practice to know what your strength and weaknesses are.
✅For more experienced advisor, I want to share with you how to go about prioritising your clients. I will reveal a few simple strategies on how to fully utilise on your client base to get even more clients. This way you will gain more time to focus on better clients and also bigger cases in scale.