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Financial Advisor Training: Phoning and Prospecting
Have you ever wondered what separates elite financial planners and advisors from the rest? It starts with the phone and who youre reaching out to. Get ready to experience more fun and freedom with phoning and prospecting, while boosting your client acquisition rate. Youre about to learn how to do this for yourself using your own unique personality and communication style. Well break it down to make it simple and easy. Youll leave with a turn-key process you can use for successful phoning and prospecting. After interviewing literally hundreds of financial planners and advisors, we discovered the top eighteen things they worry about when it comes to phoning and prospecting. Ask yourself, have you ever had any of the following concerns?I feel like Im using people when I ask them for help.I cant get word of mouth to spread about my business.I upset people when Im phoning.I dont know the right words. Phoning takes too much effort. Ive lost too many prospects.I dont feel competent calling people.I want to convince people to sit down and talk with me but dont know how. These people dont want to hear from me. Im awkward on the phone. It takes so much time for me to call.I would like to grow my business faster and add more clients. The people Im going to call arent right.I get rejected when Im on the phone.I am hearing no too often.I want to expand my network to continually get enough referrals. Im just not a good phoner. People dont want to listen to me. Well address how to handle each of these eighteen concerns and more in this program. Youll learn how to build relationships, communicate effectively, and ask the right questions during prospecting and phoning to encourage your clients to work with you. Most gurus just say, Heres the gold dust, and then people dont know what to do with it, or it simply doesnt work. The point is that they dont give the precursors as to why it works. In this program, we will break down each and every technique to make it simple and easy and tell you why it works so that you can apply it to new situations day after day in your practice, such as how to get your clients to set meetings for you. This program will help you with twelve key areas of your practice: Phoning takes less time. Your prospects want to listen to you. Youre giving people the opportunity to help others. You sound competent on the phone. The people you call rock. You know the right words to say when you call people. Phoning becomes easy. Your prospects want to hear from you. You feel competent calling people. You are pleasant on the phone. You make people happy when you phone. People accept you when you call. By the End of This Program, You Will Learn How to: Session #1: Prepare to be Your BestSet the Stage to be GroundedGround Yourself PhysicallyGround Yourself MentallySession #2: Set Up the Environment to SucceedSet Up the Right Location and Time of DayDo the Right Research on the ProspectsSet Up the Right Energy and MoodSession #3: Conduct an Effective ApproachPut the Prospect at EaseBecome Relevant QuicklyEstablish Healthy Boundaries and ExpectationsSession #4: Identify Peoples Life GoalsIdentify Goals for People with No GoalsIdentify Goals for People Who Lack FocusAdd Value to People with Clear GoalsSession #5: Create a Sense of UrgencyDiscuss Current and Past Financial DecisionsGet the Prospects to Self-Identify MisalignmentIdentify the Hot Buttons to Steer the ConversationSession #6: Handle Touchy SituationsHandle People Who Made Poor Financial ChoicesHandle People With Bad ExperiencesHandle People Who Live in the CloudsSession #8: Attract New Investment AssetsOpen their Minds to a New Financial MethodologyHelp them Determine the Best Methodology for ThemHelp them Find an Advisor to Adopt that MethodologySession #9: Uncover Peoples Risk-based WantsUncover Their True ValuesUncover Their MotivationUncover Their Pain PointsSession #10: Create a Budget that WorksUncover Their Spending Pain PointsBridge the Marital Stress GapDeliver the Budget SolutionSession #11: Ask Questions that Make you MoneyAsk Leading QuestionsAsk What If QuestionsAsk Curiosity QuestionsSession #12: Get the Prospects to Show Up for the CloseGet a Dollar CommitmentTie Off the Urgency BalloonFind the Date that WorksSession #13: Get your Highest Quality ReferralsAffirm the Value of the MeetingProspect at the End of the Fact FinderGive them the Opportunity to Introduce YouWhy Rule the Room Financial?There are three key reasons why Rule the Room Financial is different: Youll learn WHY it works. We dont just show you how to do it or what to do. We tell you WHY it works so you can learn to fish on your own. Youll learn in YOUR unique communication style. We all communicate differently. Thats why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann. Youll be able to APPLY practical techniques right away. This training actually makes sens
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