Recently, I was speaking with top advisor Van Mueller about some of his best thoughts on productive strategies for those advisors newer to the business. He had a simple solution on a way to get successful quickly:
“I always suggest that advisors work hard to develop their own unique sales presentation, but more importantly, they have to give it a test drive,” he says. “So an easy idea is to ask all of your relatives and tell them that you’re learning how to do a presentation, but you need some good feedback from them. I’d tell them that you also need the answers to these five questions:
1. What did you understand about my presentation?
2. What did you not understand about my presentation?