Everyone needs those “Aha!” moments. You say something and your prospect or client suddenly grasps the concept. You need them for all sorts of reasons. Sometimes you need to tell them to yourself.
In the gallery above are some phrases that can come in handy for advisors in a variety of situations, from explaining markets to getting your client to follow your plan to getting your own job done.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon.