The Advisor Solutions Podcast EP 94- Strategies for Creating Instant Connections

2024-03-05

Do you know how to create an instant connection with prospects? If not, know that you are not alone! Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know strategies for creating instant connections. They have never learned the techniques and exercises to increase their interpersonal soft skills. If all you focus on is the information you provide prospects and not the connection you can create with them, they most likely will not work w...

Do you know how to create an instant connection with prospects? If not, know that you are not alone!

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know strategies for creating instant connections. They have never learned the techniques and exercises to increase their interpersonal soft skills.

If all you focus on is the information you provide prospects and not the connection you can create with them, they most likely will not work with you because they don’t feel connected.

I’m sure you have heard the saying, “People tend to work with people they like. And, people tend to like people that are like them.” So, how do you help people understand that you are like them? It’s in knowing how to connect instantly and having real-world exercises to do just that.

In this episode, learn what successful advisors do to increase their interpersonal soft skills!

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