sales

Sales Tip - "I Don't Need Your Product or Service"

Sales Tip - "I Don't Need Your Product or Service"

Here are five helpful tips on how to overcome sales rejection. If you’ve been in sales for any length of time, then you have heard this sales objection, “I just don’t need what you have.” This sentence can be a conversation killer if you don’t follow these simple steps…


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.

Building Long-Standing Client Relationships

Building Long-Standing Client Relationships

Quick self improvement tips on helping you build long-lasting relationships with your clients. Succeeding as a financial advisor can be a difficult and challenging journey.  The skill sets and knowledge base needed to serve clients adequately is extensive.  As an advisor, investment consultant, financial planner, or wealth manager, you are keeping pace with changing technologies, laws, and regulations. 


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.