Our industry coined the term “trusted advisor.” How can advisors understand the difference between personal and professional trust, and how the brain processes trust, to relate better to clients and prospects and overcome skepticism? Is having a trusted title like “fiduciary” or a transparent service model like “fee-only” enough to overcome self-preservation instincts in prospects? How can advisors take advantage of the brain’s tendency to prefer choosing between two options rather than being told what to do? Why is giving facts and reasons the wrong thing to do when trying to convince a client or prospect to take an action? How has the pandemic created more transactional communications and what are the best advisors doing to counteract those effects? Join Ross as he chats with Jeff Bloomfield, author and founder of two consulting companies that train and develop sales professionals, Apex Training & Development and Brain Trust.

Resources

• Company: Briantrust
• Books: NeuroSelling & Story Based Selling
• Speaking: Ro Morrison & Associates