The Advisor Solutions Podcast EP 128- Mastering the Art of Negotiation

Have you ever found yourself stuck in a conversation with a client, unsure how to guide them toward the right decision without feeling pushy? Or maybe you’ve had a situation with a prospect where you knew a deal was slipping through your fingers, but you weren’t sure how to save it? In either case, know that you are not alone.

Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers face challenges when negotiating—whether handling objections, closing a deal, or guiding clients through tough decisions. And often, these conversations don’t go as planned because we don’t realize that negotiation is an art and, thus, a skill that can be learned and mastered.

This episode shares practical strategies successful advisors and agents have used to master the art of negotiation. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.