From Reluctance to Results: Changing Your Mindset on Selling

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Welcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in sales activities. This episode aims to address this challenge and transform the way financial advisers view and approach selling.
Come join me on a journey where I share and recount the moment my perception of selling was forever altered. It all started when I read Daniel Pink's "To Sell Is Human," which sparked something in me. Together, we'll dive into the world of selling financial advice. It's not just about pushing products but guiding clients toward smart decisions with advice that really speaks to them.

We'll talk about why many in our industry are hesitant to see themselves as salespeople, even though selling is a big part of what we do. And we'll see why it's important to be transparent about our roles to best help those who trust us with their financial futures.

But this isn't just about selling techniques. It's also about being genuine and caring in our conversations. We'll explore how sharing knowledge and telling stories can make finance less intimidating. And we'll talk about staying true to our values, especially in a world where AI is becoming more prevalent.

Subscribe to our channel for more episodes aimed at helping financial professionals navigate the complexities of their field with confidence and integrity.
Leave us a comment with your thoughts and questions.
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9, 11, and 16 April 2024.
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