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Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.
The result?
Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets.
But here’s the thing:
In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.
In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.
Listen now.
Show highlights include:
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
3.6
8989 ratings
Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.
The result?
Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets.
But here’s the thing:
In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.
In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.
Listen now.
Show highlights include:
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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