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Positioning Yourself in the Mind of the Client
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Advisors today need us more than ever. There is a world of difference between information and actionable ideas and a bigger gap still between ideas and revenue. -- Robert Cobb
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Advisors do depend on wholesalers. They depend on us for ideas, information and a vision of the future. They depend on us to make sense of the reams and reams of information and understand how it to their situation and their client base. They depend on us to help clearly define where they want to go and the best way to get there.
In OCS training, we work together with the sales team to:
- Clearly identify Global outcomes and create an ideal client profile
- Develop Piquing Strategies© to capture and lead the prospect's imagination
- Bond with the clients on their outcomes not our solutions
- Master verbal aikido© to strategically deepen the conversation
- Elicit the client's emotional motivation to increase their sense of urgency
- Position the sales interview so that it is the beginning of the process (relationship) and not the end of the event (a transaction)
- Develop marketing campaigns to climb the Prospecting Ladder of Probability©
- Position the Financial Advisor and the members of his team as an indispensable resource and partner in the only place that it really matters...the mind of the client.
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Ultimate Financial Advisor
Bob Cobb
Head Coach
Certified Trainer
11409 Parkside Place
Bradenton, Fl 34202
941.753.6560
941.753.6561 fax
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