"Join us for Episode 9 of 'Banking on Sales Success' where we tackle a common roadblock: 'I already have a financial advisor'. We dive into why this objection can be hard to handle and share a strategy to overcome it.
In this episode, we explore the main problem: the fear of conflict. Clients worry about upsetting their current advisor, and we show you how to address this. We share a tested method that respects existing relationships and avoids unnecessary conflict.
We lay out a conversation blueprint you can use to reassure clients, and offer them valuable financial advice, without stepping on their advisor's toes. Our approach has helped many bankers secure more appointments, and now it's your turn.
Tune in, and learn how to handle the 'I already have a financial advisor' challenge with grace and confidence. Let's fill up your appointment calendar together!"
"Join us for Episode 9 of 'Banking on Sales Success' where we tackle a common roadblock: 'I already have a financial advisor'. We dive into why this objection can be hard to handle and share a strategy to overcome it.
In this episode, we explore the main problem: the fear of conflict. Clients worry about upsetting their current advisor, and we show you how to address this. We share a tested method that respects existing relationships and avoids unnecessary conflict.
We lay out a conversation blueprint you can use to reassure clients, and offer them valuable financial advice, without stepping on their advisor's toes. Our approach has helped many bankers secure more appointments, and now it's your turn.
Tune in, and learn how to handle the 'I already have a financial advisor' challenge with grace and confidence. Let's fill up your appointment calendar together!"