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171: Solo - The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)
Description
A conversation lives for an hour. A financial plan lives for generations.
Most advisors provide a prospect nothing but a follow-up email and a calendar link following their first meeting, then wonder why so many disappear before the second meeting happens.
In Part 1 of this three-part series, I break down one of the most overlooked tools in advising: something that even the show Shark Tank get's right, but most advisors miss.
3 Insights from This Week's Episode…
#1.) Bridge the Gap From Conversation to Real World
A financial plan is made up of hours of thinking, strategy, and recommendations the client can’t see. I cover how to bridge this gap in the very first meeting.
#2.) Why Your Prospects Think Differently Than You
You may have grown up in a digital world, but many of your prospects and clients did not. We cover what this means and what do about it.
#3.) Rough Draft vs Finished Plan
We cover how to position the work you do in a way that empowers your clients to make a decision and move forward.
Triad Sales Lab
Still the only one closing deals in your firm? We’ll help you build a sales system that doesn’t rely on you. Apply here: https://bradleyjohnson.com/160-triad-sales-lab/
SHOW NOTES
https://bradleyjohnson.com/171
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DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.
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