One common thread I see among top advisors is they deliver effective and powerful presentations. By doing so, they communicate on an intimate level with their clients and prospects.
If you want to become better at presentations, look for our feature story in the December issue of Senior Market Advisor.
In the meantime, read the following comments from some of our subscribers who have already gained a mastery of presenting ideas and products to clients and potential clients.
Also, if you have presentation ideas you’d like to share and have them wind up in a future blog on this website, please send them to me at [email protected].
Have a conversation rather than give a presentation. Find out about (the clients’) concerns, their goals, their resources. Make sure you meet their expectations of the meeting–that’s more important than completing your agenda.