The Advisor Solutions Podcast EP 142- The Art of Creating Emotional Connections

2025-10-21

Have you ever had a great meeting with a prospect, strong rapport, a solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back. It’s one of the most frustrating experiences for those in financial services because you did everything right, showed the numbers, backed it up with logic, and presented the best solutions. But here’s the truth: logic informs and emotion moves.

Have you ever had a great meeting with a prospect, strong rapport, a solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back.

It’s one of the most frustrating experiences for those in financial services because you did everything right, showed the numbers, backed it up with logic, and presented the best solutions. But here’s the truth: logic informs and emotion moves.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have a problem with not knowing how to create emotional connections because they don’t have what I call an Emotional Connection System!

In this episode, learn what other successful advisors and agents have done to create emotional connections that close sales.

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