There’s a big difference between what you sell and how you sell it. Too many advisors overlook the importance of the latter. In this step we work to optimize your selling process in order to convert more of your prospects into buyers by tapping into the things that matter most to them.
This step involves repositioning what you sell by wrapping it inside a compelling offer that enhances its actual and perceived value, and gets your prospects to say “yes” more easily. This includes consideration of how, when, and where the offer is presented, what’s included, and how you charge for what’s being delivered. For advisors currently competing based on price, this step can be a game-changer for driving more sales and higher revenue.
In this step, we’ll also review and optimize your process for making sales happen, onboarding new clients, and collecting paperwork, account transfers, and payment with less friction.