Decisions involving one’s financial future are as emotional as they are technical. When people tell you they want to think over your recommendations, that’s not a bad thing. Here are six reasons why that’s true.

You’ve worked hard to create the ideal financial plan. It’s now time to ask for a commitment and open the account. Here’s a simple script if you need the right words to say.

Soft skills are the types of skills that artificial intelligence cannot replicate. One such soft skill is the skill of persuasive communication. I urge you to become a master of the art of persuasion.

This is about building a simple message designed to keep clients focused on their goals in times of adversity. The greatest verbal skill a Financial Advisor can possess is the skill of keeping it simple. Clients crave simplicity. Stop trying to ‘translate’ difficult to understand content. Instead, transform your ideas by using stories and analogies to link your material to something familiar so your clients better understand what you are trying to say.

You will be amazed to know what you can say in one thousand words.
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Put your argument in a language your listener understands.
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Be a professional listener. This is the one trait that lead advisors share.
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Think of your doctor in terms of how to deliver your presentation. It is the examination that precedes the operation. Asking questions to know what path to take is paramount to the success of presenting to your clients. Giving a presentation requires skill, but knowing which presentation to give requires more skill.
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Clients want to be heard and know you're listening. You can't learn what your client wants without listening to what they have to say. Listen attentively to your client and show them respect and you will reap the benefits of being a likeable and trusted Advisor.
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'I want to think it over' is too vague to address. You must find out what exactly the person wants to think over. After you find out, address the concern.
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Can you give me more ideas for openers that will get people talking about money?
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Matt asks: "What is the best way to profile prospects and what questions would you ask in the first meeting that would help establish trust and prod them to take the next step with me?"
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"How do I break my prospect's apathy towards saving?
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Larry asks: "What do you say when people comment that maybe the market is too high?"
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