Episode #310: How to Inspire Your Clients to Take Action


This post is intended for financial professional use only.

One of the biggest communication pitfalls that advisors fall victim to when talking with clients is focusing entirely on what they’re saying and neglecting to consider what that information is actively doing in the client’s mind. After all, even if you think you have the most effective message or pitch in the world, it’s not benefitting you if it’s not resonating with prospects and converting them to clients.

Altering the approach of your message to reposition the client and their needs as the central focus of the conversation can result in productive conversations around their needs and how your services can address them. In this episode of Money Script Monday, Allee offers tools and tips for increasing conversions by speaking to individual client needs and reinforcing their confidence in your authority.

Resources Provided for This Episode

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About Allee Marchini

Allee Marchini is a Senior Marketing Coordinator at LifePro. She works with financial professionals on strategic marketing and branding campaigns to deliver relevant and timely content to their community.