The Advisor Solutions Podcast EP 35- Mastering Story-Based Selling

Have you ever been in a meeting with a prospect and you are sharing some great recommendations that took you hours to craft and you are explaining the details but they don’t seem to understand? You are confident that this path is right for them so you ask for the order but they continue to look at you with a “deer in the headlights" look and reply, “Let me think about it.” Can you relate to this story? If so, know this… you, are not alone.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for helping prospects understand products and services they have not seen before. They are too busy telling prospects what they should do instead of assisting them to know that they should move forward with them. In other words, they aren’t making a connection with you (or your recommendations) because you aren’t telling a great story!

In this episode, learn a Story-Based Selling process that will help your prospects more fully comprehend and understand your recommendations!