Objection handling is a communication skill that many financial advisors struggle with – whether it’s with recommendations for existing clients or prospective clients dragging their feet. How do you put established habits and status quo bias aside to overcome objections in your practice? Our guest in this episode stresses the importance of emotional intelligence.

Sarano Kelley, author and co-founder of The Kelley Group, joins the podcast to discuss the communication techniques you can use to overcome objections. Plus, Sarano shares his process of asking for referrals, something that often feels a bit uncomfortable to do.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/overcoming-client-objections/.