The Advisor Solutions Podcast EP 85- The Flipside of Foolish: Part II

2024-01-02

Do you take time to prepare for your meetings? If you are meeting with a prospect or a meeting with a client, do you prepare your recommendations? When was the last time you prepared what you will say and how you will say it? Do you practice that preparation to make effortless connections with them? Most likely, you don’t! Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to work on their people skills. The reason is that t...

Do you take time to prepare for your meetings? If you are meeting with a prospect or a meeting with a client, do you prepare your recommendations?

When was the last time you prepared what you will say and how you will say it? Do you practice that preparation to make effortless connections with them? Most likely, you don’t!

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to work on their people skills. The reason is that they are so busy working “IN” their business that they don’t take the time to work “ON” their business, by sharpening their soft skills.

You need to understand what role playing can do for you and how to role play effectively. In this episode, learn what other successful advisors and agents do to make effortless connections!

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