What Business Are You In?
Audience: Financial Services Professionals, including advisors and their teams
“This was a powerful presentation that helped me to get my head where it belongs––in the mind of my client, and toward a greater understanding of their story, and what they hope their money will buy. This will make my job easier and make me better at what I do.” - Advisor, Los Angeles
Are you in the money business and work with people, or are you in the people business and happen to work with money?
The right answer will determine your success––or failure––as a financial advisor. In fact, your future depends upon it.
This compelling keynote is designed to help advisors increase their value in the eyes of their clients by understanding how the following principles impact them (and their clients):
1. |
Advisors are primarily in the people business. Successful advisors know that clients aren’t just interested in money; they’re interested in what that money can do for them. |
2. |
Advisors need to ramp up their knowledge about how people think and respond. Clients aren’t interested in what you’re selling or the fancy charts and graphs you produce to impress them; they’re interested in how you can help them reach their goals. |
3. |
Advisors need to understand how each client thinks about money, and that no two clients think about it the same way. |
4. |
Advisors need to connect their clients’ means to their meaning. |
For your clients, it’s not about making money––it’s about reaching goals. The advisors who understand and embrace this message are the advisors who will succeed now and in the future. These are the advisors that know what business they’re in.
For bookings, contact Mitch Anthony at 507-282-2723 or Mitch@Mitchanthony.com. |
