Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

Selling Skills for Financial Advisors: Master the Unique and Powerful 10 Step Sales Model: ‘C.O.N.S.U.L.T.A.N.T..’ is a comprehensive and invaluable guide designed to equip financial advisors with the essential skills to succeed in the competitive world of financial services. Through the 10 Step CONSULTANT Sales Model, this book presents a step-by-step approach to the selling process, from effective prospecting and lead generation to closing deals and ensuring post-sales customer satisfaction. Each chapter focuses on vital aspects of selling, including building meaningful connections with clients, understanding their unique needs, and delivering value-driven solutions. Packed with real-life examples, case studies, and interactive exercises, this book provides practical strategies to navigate objections, differentiate from competitors, and nurture long-term relationships with clients. Whether you are a seasoned professional or a newcomer to the field, "Selling Skills for Financial Advisors" empowers you to master the art of selling and achieve remarkable success in your financial advising career. Discover the secrets to becoming a trusted and respected financial advisor, and let the CONSULTANT Sales Model be your roadmap to excellence.

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.

Winner of the Top Sales World Magazine's 2013 Top Sales Marketing Book Award, Gold Medal

‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion.

There are few one-size-fits-all solutions in sales. Context matters. Complex sales are different from one-call closes. B2B is different than B2C. Prospects, territories, products, industries, companies, and sales processes are all different. There is little black and white in the sales profession. Except for objections. There is democracy in objections. Every salesperson must endure many NOs in order to get to YES. Objections don’t care or consider: Who you are What you sell How you sell If you are new to sales or a veteran If your sales cycle is long or short – complex or transactional For as long as salespeople have been asking buyers to make commitments, buyers have been throwing out objections. And, for as long as buyers have been saying no, salespeople have yearned for the secrets to getting past those NOs. Following in the footsteps of his blockbuster bestsellers Fanatical Prospecting and Sales EQ, Jeb Blount’s Objections is a comprehensive and contemporary guide that engages your heart and mind. In his signature right-to-the-point style, Jeb pulls no punches and slaps you in the face with the cold, hard truth about what’s really holding you back from closing sales and reaching your income goals. Then he pulls you in with examples, stories, and lessons that teach powerful human-influence frameworks for getting past NO - even with the most challenging objections. What you won’t find, though, is old school techniques straight out of the last century. No bait and switch schemes, no sycophantic tie-downs, no cheesy scripts, and none of the contrived closing techniques that leave you feeling like a phony, destroy relationships, and only serve to increase your buyers’ resistance. Instead, you’ll learn a new psychology for turning-around objections and proven techniques that work with today’s more informed, in control, and skeptical buyers. Inside the pages of Objections, you’ll gain deep insight into: How to get past the natural human fear of NO and become rejection proof The science of resistance and why buyers throw out objections Human influence frameworks that turn you into a master persuader The key to avoiding embarrassing red herrings that derail sales calls How to leverage the “Magical Quarter of a Second” to instantly gain control of your emotions when you get hit with difficult objections Proven objection turn-around frameworks that give you confidence and control in virtually every sales situation How to easily skip past reflex responses on cold calls and when prospecting How to move past brush-offs to get to the next step, increase pipeline velocity, and shorten the sales cycle The 5 Step Process for Turning Around Buying Commitment Objections and closing the sale Rapid Negotiation techniques that deliver better terms and higher prices As you dive into these powerful insights, and with each new chapter, you’ll gain greater and greater confidence in your ability to face and effectively handle objections in any selling situation. And, with this new-found confidence, your success and income will soar.