Financial Advisor Training: Closing Sales Skills Pro

Financial Advisor Training: Closing Sales Skills Pro

In Close the Sale, you will learn how to increase your client acquisition rate by fifty percent during the close and decrease the time it takes you to do it by half.

The “close” is not about getting a check to be written. It’s about ensuring you are the prospect’s trusted financial planner and advisor.

This program is going to transform how you close prospects.

You’ll learn new techniques for putting the client at ease; building trust; securing a commitment around the plan, drawing out requests for your recommendation and how to get them to sell themselves on the solution.

This course is going to pay for itself in no time and is exactly what you need to grow your practice.

After interviewing literally hundreds of financial planners & advisors, we discovered fifteen common things they all worried about when it comes to closing prospects. Ask yourself, have you ever had any of the following concerns?

• I would like to grow my business faster and add more clients.

• I don’t have the “snowball effect”— i.e. word of mouth spreads a lot faster once you get momentum going that would feed on itself.

• Am I going to get in front of enough people?

• The reason I got into this business is to help people solve their problems in a systematic way and build in money, time, and freedom into my practice. Yet, the last few years, that hasn’t happened the way I would like.

• I would like to make more money.

• Convincing people to sit down and talk about subject matter in a very personal way is important to me.

• My business is not growing as fast as I want. Even though my production is as high as it’s ever been, I don’t feel good because my performance is lagging right now. I want more assets.

• How do I communicate with the clients about what’s on their minds?

• I am hearing no too often, and it has consciously/subconsciously affected me. Hearing yes can have the opposite effect. How do I harness this and put it into further activity?

• The market performance this year has affected both me and my clients.

• I’ve lost prospects and clients more than I care to admit. How do I get them to be more satisfied with the process?

• I want to write business and expand the network to continually get enough referrals.

• I don’t have a strong relationship with clients.

• Being able to keep in touch the right amount (and in the right way) with clients is a challenge.

• I have clients who are a complete drag. I want to enjoy the people I work with and attract the client who isn’t draining.

We’ll address how to handle each of these fifteen problems and more in this program. You’ll learn how to build relationships, communicate effectively, and ask the right questions during the discovery meeting and the close to encourage your clients to do what they already know they should do. More importantly, for every technique, you’ll learn why it works so you can apply it to any situation with any clients in the future to help them better align their life goals with what they are actually doing.

This program will help you with ten key areas of your practice:

1. Clients are putting their energy into you.

2. People are filling you up.

3. You are consistently getting restored.

4. You have more energy to give to other areas of your life.

5. You are closing more business.

6. Your client acquisition rate increases by 50% or more.

7. Your prospects routinely say, “When can I sign?”

8. Your prospects are incredibly excited to meet with you next.

9. Your prospects truly understand why this is so important.

10. You are decreasing the time it takes to acquire a client by 33% or more.What You'll Learn:

Specifically, in this Program, You Will Learn How To...

Session #1: Create Irresistible Attraction

• Identify what makes you attractive

• Embody your natural personality style

• Be genuine to your core values and beliefs

Session #2: Put the Client at Ease Immediately

• Create a calm environment

• Prepare your genuine self

• Make the client feel safe

Session #3: Build Trust with Both People

• Refresh why you exist

• Reaffirm the relationship

• Get everyone on the same page

Session #4: Coach Your Clients

• Ask anchoring questions

• Share impactful analogies

• Steer wandering clients back

Session #5: Secure a Commitment around the Plan

• Make it quick and concise

• Make it certain

• Show proof of concept

Session #6: Draw Out Requests for Your Recommendation

• Maintain a calm environment feel

• Monitor the prospects

• Present your recommendation

Session #8: Get them to Sell Themselves on the Solution

• Close a non-financial sale

Session #9: Close a Life Insurance Sale

• Draw out the desire to get life insurance

• Make sure the clients understand what they’re buying

• Get them to sign on the dotted line

Session #10: Close a Wealth Management Sale

• Draw out the desire to invest

• Make sure the clients understand what they’re buying

• Get them to sign on the dotted line

Session #11: Handle Objections in the Close

• Handle other resource objections

• Handle product or strategy specific objections

• Handle cold feet objections

Session #12: Land Future Prospects Again and Again

• Show your inner glow

• Give off attractive energy

• Expect the matter of fact

Session #13: Ensure the Business Sticks

• Follow-up after the meeting

• Handle the dreaded email

• Have the fifteen minute debrief call

Why Rule the Room Financial?

There are three key reasons why Rule the Room Financial is different:

1. You’ll learn WHY it works. We don’t just show you how to do it or what to do. We tell you WHY it works so you can learn to “fish” on your own.

2. You’ll learn in YOUR unique communication style. We all communicate differently. That’s why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann.

3. You’ll be able to APPLY practical techniques right away. This training actually makes sense. World-renowned trainer, Jason Teteak, is able to decode the magic that happens when top reps are meeting with their clients. He then bottles up the secret sauce and presents it to you so you can easily understand how to use it in your own style and apply it to any situation.

How Is Close the Sale Different?

This program is going to transform how you close prospects. You’ll learn new techniques for putting the client at ease; building trust; securing a commitment around the plan, drawing out requests for your recommendation and how to get them to sell themselves on the solution. This course is going to pay for itself in no time and is exactly what you need to grow your practice.

You may have seen other “gurus” teach you how to close. Chances are, they gave you their language, and you may even use it verbatim. There is a 75% chance that they didn’t give you the right language for your style. Most gurus don’t explain why it works; they just assure you that it does. If you’re going to make up your own language, you need to understand why it works.

The reason we are so excited to have you see John, Karl, Matt, and Chris dive in on some of this is that through the process of being taught by them, you will find new pieces of gold that are within you that you didn’t even know were there. And these discoveries will help you become a better advisor. We’re going to prove it in this program with real case studies that will give you some amazing ideas for your own practice.

As a collective group, we have come up with some fantastic stuff. The techniques in this program will help you increase your close ratio and get your clients to actually sell themselves. It is exciting to see what you will uncover.

Testimonials: 

“I closed three sales this week using your methods. It is so much easier when the client closes themselves.”

    -Aaron Bowman, Financial Planner

“This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.”

    -Jessica Veitch, Financial Planner

“Frankly, we love the component of teaching the ‘art’ of selling. This is some of the best sales training I have ever seen and our reps love it.“

    -David Kiecker, Managing Partner

Let's Get Started!...

Close the Sale by Getting Clients to Sell Themselves on the Solution & Increase Your Client Acquisition Rate by 50%

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What you will learn

• Get Your Clients to Sell Themselves
• Create irresistible attraction.
• Identify what makes you attractive.

Rating: 4.6

Level: All Levels

Duration: 13 hours

Instructor: Jason Teteak