Conversations That Sell for Financial Advisors: Communicate. Collaborate. Convert.

Communicate. Collaborate. Convert.

In the world of financial service sales, the most important component in your success is you. Not the process, not the service or product, not the numbers — YOU!

People need your services! And often what stands in the way of making the decision is you, the advisor, who is not equipped to lead the conversation that provides what the prospective client needs to make a decision to get your help.

To be effective in helping others move forward, a collaborative, human-first approach is needed.

In Conversations That Sell for Financial Advisors, Nancy Bleeke Noël teaches you how to master collaborative selling to skillfully and confidently engage in conversations that count.

You don’t have to sell your soul to build the business you want, work with the people you want, and live the life you want.

If you want higher conversion rates, faster prospect decisions, and more clients to serve, this book is for you.

Conversations That Sell for Financial Advisors lays out the best practices for strategies, resources, and tips to effectively CONVERT more prospects.

• Adopt the WIIFT® Conversation System to make every conversation count
• Utilize the “cocoon” to the system that increases your probability of success
• Recognize and learn Tribal Types® to “speak their language”
• Apply collaborative selling strategies for a human-first approach
• Identify and work through the nuances of prospect concerns
• Perfect your closing strategies to secure a commitment or decision every time

You’ll also have access to free tools to support you throughout the book.