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Selling Once, Twice, Three Times
Certainty Advice Podcasts
English - September 14, 2021 23:14 - 15 minutes - 18.3 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Quoting Prior Discovery
Next Episode: How Your Advice Grid will Power Your Price Committee
Why do some advisers sell the same thing three times? The financial plan, the plan's implementation and the on-going fees? How can advisers switch this to just selling once - the advisory relationship? Key to advisory teams offering comprehensive advice is to ensure their 'worth' in the client's mind is not aligned to a plan or it's implementation of estimated on-going fees, worth needs to be based on something far more important to each client.