How to Sell as a Financial Advisor - Paperback

by J. W. Lynch (Author)

The purpose of this guide is to teach you how to be the very best, top ranking financial advisor at your firm. It is specifically written for financial planners who have come to the realization that they are in a sales position and want to improve their sales process. The realization that we are salespeople hits all of us financial advisors at one point or another. To teach you how to improve your sales skills, I will take you through a detailed analysis of how to work with clients and how to more effectively manage your financial planning practice. I will teach you how to start your workday, what pre-appointment planning strategies to use, how to strategically use information from a client's account to your advantage, and how to better conduct client appointments.I will teach you how last year I sold $57 million in mutual funds and ETF purchases, $84 million professionally managed accounts and SMAs (Separately Managed Accounts), $10 million in annuities, and millions more in alternative investment strategies. I will also teach you how to overcome the dreaded client concern around fees. Additionally, I will teach you how last year I consolidated $24 million dollars through transfers of assets (TOAs) from competitors, $63 million dollars through 401k rollovers (both internal and external 401k plans), and $46 million from outside bank accounts and credit unions. I will teach you what sales skills to develop, how to better understand a client, and how to move the sales process along more efficiently. I will teach you how to have better conversations around getting client referrals. I will teach you how to beat your competition.My goal is to teach you all of the same sales skills and strategies I use in my own financial planning practice on a daily basis. I am working on these same strategies alongside you every day, and constantly working on refining and improving my own sales process. Studying the contents of this guide will help you overcome challenges you face and help you build confidence in your ability to succeed as a financial advisor. As you study this guide, you will see huge lift in all of your sales metrics. It will be worth every bit of time you take to learn and implement these changes in your daily practice!I am excited to teach you. I have experienced enormous sales success and I look forward to sharing these strategies with anyone looking to improve. I will share actual sales numbers, my compensation, and real examples of working with clients.Are you ready to boost your sales numbers and quickly increase your compensation? I will teach you how to take giant strides and rapidly advance your selling ability. Let's get started right away!