Ask Lisa: The Right Words for the Right Client?

AskLisaDee Asks:
I’m an aspiring Registered Financial Planner. I think what I’m afraid of in immersing myself in this industry is I don’t really know how I can be magnetic or explosive. I feel like sometimes when I talk I’m not saying the right words. Being able to say the right words at the right time is very important to start selling your financial plans for a client. Exactly how can I sell myself to this possible clients? What is the best approach in this type of career path?

Lisa Answers:
Hi Dee. Excited to have you in our next batch! LOL. I love that you were asking how you can sell yourself in your financial planning industry. And you have the equation half right. Yes, you do need to have the right words that ring in your ideal clients ears like a perfectly pitched dog whistle that only they can hear.

But the thing you don’t need is to be explosive. In fact, you’ll be happy to know that being explosive is actually a bit old school. The thing you can focus on while engaged in our work is about inviting pursuit versus being a pursuer. Having the words to say what you do and then being able to articulate the system you use to get that done is the beginning to being able to plug into all of our sales conversion systems. Any course you register for with us will have two business altering exercises as pre-course accelerating work to help you do just that.

I’m happy that you’ve already had the insight that that’s what’s needed and I can’t wait to help you nail that down. It’s much easier than you think, and once you do it, you will have the basis for being able to make your irresistible offer from everywhere including 1:1 conversations and, for your growth, one to many conversations like in front of groups or Teleseminars or webinars. Stay close, and I look forward to working with you.