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October 30, 2015 at 03:13 AM
We live in a busy world. We’re constantly on the run, from business meetings to personal commitments to kids’ sporting events and all the other things that fill our calendars. In the midst of these daily events, we have countless emails, voicemails and text messages we must address. Then, in the limited free time we do have, there are multiple commercial interests fighting for our attention to purchase some product or service. I don’t know about you, but for me it can all seem a little much.
The clients we serve are being bombarded in the same way, but they have one more concern that keeps them up at night: whether they will have the income to support their dreams in retirement. Most investors face the challenge of fully understanding the financial markets and all the different investment vehicles available to them. This is why a financial advisor is so important in their lives: to help them make sense of the noise and craft the proper plan for their individual needs.
To help them achieve peace of mind, we need to identify the right plan and the most suitable vehicles to help them achieve their financial objectives. Here lies the challenge: How do we present something as complex as a financial plan in a way that’s simple to understand? The following are some tools to help you simplify ths so you can increase business revenue and enjoy the process a little more:
Power of 1, 2, 3
I have given you three bullet points to think about in this article. A tremendous amount of research has been done in the field of marketing, which indicates a strong desire to follow a simple, step-by-step path. As a society, we’re being trained to process information in very particular ways, and this is one of them. So how do you apply this to your business? Think about the sales process you currently have and how you can explain it in three simple steps. Lay it out clearly so it won’t overwhelm your prospects.
Below is a quick example of how you might think through your entire business process in three simple steps.
1. Diagnosis. Share with your prospects your process and the different tools you use to evaluate their current financial trajectory.
