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Financial Advisor Marketing Ideas, Tips, Tricks. Proven ways to grow your business.

Posts Tagged ‘Selling’

Key Sales Concept: The Three Phases of Profiling

If you’ve read my guide on The Good Way to Sell, you know that the sales process used by the top financial advisors goes as follows: Establish communication and rapport. Present credentials. Profiling. Prepare a SIMPLE proposal. Educate the prospect in the concepts necessary to decide on the changes they need to make. Present recommendations. Answer. . . Read More


How to Close 50% or More of Your Prospects in 90 Days

Introducing “The Good Way to Close” You’ve heard the old saying, “You can lead a horse to water, but you can’t make him drink.”   WRONG. With the right sales process and a strong close, any advisor or sales professional can get at least 50% of these horses to take a drink.  On my upcoming webinar,. . . Read More


Threat Assessment: Act Now to Convert These Five Threats into Opportunities

  Threat Assessment: Act Now to Convert These Five Threats into Opportunities   Author’s Note:  As usual, I have a lot to say and not enough space to say it. That’s why I invite you to visit www.billgoodmarketing.com/5threats. There I have posted webinars and strategies to help you deal with these threats to the viability. . . Read More


Five steps you must take if you want to DOUBLE your production

Do you want to grow your business?  Do you dream of a DOUBLE?  Then there are five steps you must take. In all my decades of helping advisors grow, just about every advisor who ever completed a double (most within 2-3 years) did AT LEAST three of these five things.   And I’m going to cover them. . . Read More


One Common Marketing Mistake Financial Advisors Make and How to Fix It

Here’s the common marketing mistake: emphasizing features instead of benefits.  How common is it?  Fact is, most financial advisors are making it right now.  On their website, in their sales pitch, you name it. Why is this so important?  Well, think of it this way.  When you buy a new car, you don’t make your decision based. . . Read More


Selling Advice: The One Thing You Need to Know

Selling Advice – it’s something all advisors have to do, but these days, fewer and fewer advisors know how to do it effectively.  The good news is that if you learn, you can close more prospects and generate more business than ever before. The man to the left is Marcel Morin – and he’s someone. . . Read More


6 Common Sales Mistakes Made by Financial Advisors

If you’re a financial advisor closing less than 50% of your prospects, you’re probably making one of these six common sales mistakes.   Now, maybe you enjoy selling and maybe you don’t. But as a financial advisor, selling makes up a gigantic portion of your job. That’s true whether you’re in a wirehouse or an. . . Read More