Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Health Insurance

Some great sales tips ... from the ancients

X
Your article was successfully shared with the contacts you provided.

While modern Greece is not exactly the picture of financial health, figures in Greece’s more glorious ancient period had some wise observations on human behavior that still hold true today.

Twenty-four hundred years ago, Hippocrates proposed that we are born into one of four primary temperament styles; Choleric, Sanguine, Phlegmatic, and Melancholy. As an effective advisor, knowing how to sell to each of these types is essential to growing your abilities and your business. Adapting your presentation style to each is the first step. Here are few tips on each to get you started.

Selling to the aggressive and impatient Choleric:

  • Give them options so they can be in control.
  • Stay big picture and avoid details – pie chart.
  • Warm up quickly and use a bottom line, just the facts approach.

Selling to the expressive and emotional Sanguine:

  • Warm up quickly and use an entertaining, fast-paced approach.
  • Give them compliments and ask for their opinion.
  • Expect a quick decision.

Selling to the passive and harmonious Phlegmatic:

  • Give them respect and show interest in family members.
  • Use a step-by-step, detailed presentation – spreadsheet.
  • Expect them to procrastinate because they dislike change.

Selling to the analytical and worrisome Melancholy:

  • Give them accurate and detailed information.
  • Use keywords like: logical, safety and quality.
  • Expect them to want to “think it over” because they are frugal and would rather research than make a mistake and appear incompetent.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.