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112: Using “Influence” Techniques To Persuade Prospects To Become Clients with Evan Beach

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Manage episode 428060297 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Three important questions every advisor should answer:

  • Do you think you provide a valuable and life-changing service?
  • Do you think your clients are better off with you than without you, even after they pay?
  • Do you find that even though they’re better off with you, they still need a little nudge to make the decision to work with you?

If you answered yes to any of these questions, then here’s the harsh truth you need to hear:

Getting prospects to become clients requires more than expertise. It requires persuasion.

And if you can learn to persuade more effectively, then your life-changing impact will be greater and more widespread.

In the popular book Influence: The Psychology of Persuasion, Robert Cialdini presents research on six psychological principles to persuade prospects to become buyers.

Fortunately, Evan Beach took the research from the book and created a version specifically for financial advisors.

In this episode, he’ll reveal how financial advisors can use influence techniques to persuade more prospects to become clients.

You’ll Learn:

  • The sales mindset every advisor should have
  • How and why to implement a waitlist for prospects
  • The psychological reason not to charge for financial plans
  • The “freemium” model he uses for his prospecting process
  • Why advisors are scared to embrace effective sales techniques

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode –> Go Here.

*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

  continue reading

122 episodes

Artwork
iconShare
 
Manage episode 428060297 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Three important questions every advisor should answer:

  • Do you think you provide a valuable and life-changing service?
  • Do you think your clients are better off with you than without you, even after they pay?
  • Do you find that even though they’re better off with you, they still need a little nudge to make the decision to work with you?

If you answered yes to any of these questions, then here’s the harsh truth you need to hear:

Getting prospects to become clients requires more than expertise. It requires persuasion.

And if you can learn to persuade more effectively, then your life-changing impact will be greater and more widespread.

In the popular book Influence: The Psychology of Persuasion, Robert Cialdini presents research on six psychological principles to persuade prospects to become buyers.

Fortunately, Evan Beach took the research from the book and created a version specifically for financial advisors.

In this episode, he’ll reveal how financial advisors can use influence techniques to persuade more prospects to become clients.

You’ll Learn:

  • The sales mindset every advisor should have
  • How and why to implement a waitlist for prospects
  • The psychological reason not to charge for financial plans
  • The “freemium” model he uses for his prospecting process
  • Why advisors are scared to embrace effective sales techniques

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode –> Go Here.

*To receive the monthly “Wisdom Round-Up” newsletter full of practical ways to apply the human side of advice –> Go Here.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

  continue reading

122 episodes

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