The Advisor Solutions Podcast EP 84- The Flipside of Foolish

2023-12-26

Do you spend time practicing how to make better connections with prospects and clients? Do you schedule time each week to role play techniques? Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know that the most essential skill sets they need to develop are soft skills (or people skills.) They don’t know it because they have never really realized that the ability to make effortless connections is valuable. People want to work with pe...

Do you spend time practicing how to make better connections with prospects and clients? Do you schedule time each week to role play techniques?

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know that the most essential skill sets they need to develop are soft skills (or people skills.)

They don’t know it because they have never really realized that the ability to make effortless connections is valuable. People want to work with people that they like and people like people who are like them. In other words, when you can instantly connect with others, they want to work with you.

In this episode, learn what other successful advisors and agents do to make effortless connections!

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