Compelling Conversations

Compelling Conversations Overview

In recurring conversations, speak to clients' head and heart.

In recurring conversations, speak to clients' head and heart.

Compelling Conversations

What Do You Do?

Describe what you do for your clients.

Describe what you do for your clients and prospects in a way that creates compelling clarity.

Compelling Conversations

How Do You Do It?

Use a "professional" rather than a "sales" model.

Use a "professional" rather than a "sales" model.

Compelling Conversations

Why Are You on a Team?

Explain your team's rationale, structure and value.

Explain your team's rationale, structure and value to both clients and prospects.

Compelling Conversations

The Boat Analogy

Constructing a financial craft—a boat—for a long journey.

How to explain your Wealth Management approach using the analogy of a boat.

Compelling Conversations

Faith Versus Fear

Address your clients' emotional volatility.

Keeping your clients buckled in during periods of financial and emotional volatility.

Compelling Conversations

Breaking the Social Dance

How to open the door to a social prospect.

How to open the door to a social prospect without damaging the long-term relationship.

Compelling Conversations

Creating the Ideal Client

An ideal client referral strategy says 'Help me help you.'

How to replicate your "Ideal Clients" and grow your business.

Compelling Conversations

Niche Market Strategy

Grow your practice within a niche or profession.

How to establish and grow within a niche market.