What is it that truly sets you apart from your peers?
How you answer this question is a tell tale sign of what might be holding you back.
You have just given a powerful presentation to a $25,000,000 prospect, you killed it and are feeling really good.
Then the prospect asks you this question:
“I have interviewed 3 other advisory firms, why should I select you?”
What would you say? Inevitably the conversation unfolds like this…
Advisor: “Because I’m honest.”
Prospect: “You are supposed to be honest.”
Advisor: “Because I will put your interests first.”
Prospect: “I would expect you to put my interest first.”
Advisor: “Because of my years of experience, credentials and degrees.”
Prospect: “Well, that’s nice, but there are many advisors with similar if not more degrees.”
Advisor: “I work for a great company with many products and tools to offer you.”
Prospect: “I can find those products and tools in many other firms. So, why should I do business with you?”
What will set YOU apart?
Just saying you are a financial advisor doesn’t cut it anymore and often has a negative impact closing the door on potential opportunities. This workbook will help you solve that problem by walking you through the steps to create your unique compelling introduction.
Download my Compelling Introduction Script to create your own compelling introduction.
This 27 page guidebook takes you step-by-step so you can clearly and authentically present what you do in a way that intrigues further interest.