7 Analogies Financial Advisors Can Use With Their Clients episode artwork

EPISODE · Feb 7, 2022 · 22 MIN

7 Analogies Financial Advisors Can Use With Their Clients

from Financial Advisor Marketing Podcast

Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies.  When you use analogies, you teach your leads, prospects and clients something without telling them directly.  That way, you'll sell them on hiring you without ever feel like you're selling something.  In this episode, you'll find out about 7 analogies you can use with your clients so they understand, hire and pay you!  Want to close more and better clients with analogies? Listen now!  Show highlights include:  Overused analogies you might be using that scare clients away (avoid them and you'll do better) (1:23) The "guide" analogy that ethically forces clients to stick around for the long term (even if their portfolio tanks)  (6:08) Why your clients invest like they're in a traffic jam (and how to use that metaphor to close more clients) (8:50) Warren Buffett's hamburger analogy that lets your clients profit from market dips (14:14) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

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7 Analogies Financial Advisors Can Use With Their Clients

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This episode is 22 minutes long.

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This episode was published on February 7, 2022.

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Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest...

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