The advisor of the future will need to be an expert in influence, persuasion, and coaching to have a preeminent competitive advantage. Do you want to have this powerful advantage?
Imagine your possibilities having the power to connect, influence, persuade, and coach any client or prospect to take action on your recommendations professionally and in a fiduciary manner.
I have heard countless times in my coaching career, "Just get me in front of them, and I am good." That might have been true in the past, but today, your prospect and clients have access to an endless reservoir of financial information...that is mostly bad. How do most advisors combat this problem? By using more logic and information. That is the absolute wrong strategy and won't get you anywhere.
You operate in an information and logic- based profession. Your problem/opportunity is your client/prospect is an emotional decision-maker that uses logic to justify their decision. You must master their emotional language patterns to move them to the right decision elegantly and ethically.
I have taught financial advisors like you for over 20 years to persuade and influence their prospects and clients to act. This was stated with the program Meeting Mastery in 2003, which became Mastering the Art of People in 2010. In 2019, I brought 20 of my clients together in Orlando, FL, and hosted a one-day training called "Get the Yes" I was lucky/smart enough to have this training recorded, and over the next several years and through a global pandemic, theses strategies worked beautifully, even using Zoom.
This brings us to today. In June of this year (details below). I am deploying Get the Yes 2.0 live in Orlando over two full days. This June will be the only live training of this program until June of 2026 (this is one of three programs I teach once per year on a rotational basis).