It is clear in today’s debt centered economy that the role of a financial advisor is an essential one. Helping people become more aware of their habits in the area of finance is truly a worthy profession; however, giving financial advice is not just about being an expert in the money market. When you are dealing with people and the tool (money) that defines their livelihood, it is essential that you have the right skillset in place to really help your clients, which in turn helps you.
I work with financial advisors and often get to see first-hand how many of them interact with clients. I have been able to observe what works and what doesn’t work, quite regularly. My observations have given me a perspective that has allowed me to pick up on some essential skills that can positively impact sales. I had an opportunity to share these observations during a recent visit with a financial advisor who was having problems closing sales. After following the simple steps listed below, he was able to close more business in December than he had all year. If you find yourself struggling to close sales, I invite you to check out these simple yet effective steps.