Sales Tip #27: 3 Tips to Avoid Overtalking, Overexplaining, and Overselling

As a financial advisor, you are an expert in planning and investment topics. It's natural to be excited to talk shop. It's how you educate, showcase your knowledge, and help your clients. However, an important part of sales is meeting people where they are, which may be at a very different place than where you are.

Overtalking, overexplaining, and overselling can make a prospect’s decision making progress harder. They may get overwhelmed, feel like it’s too much to take on, or not feel emotionally connected to you.

In short, resist the urge to overexplain and oversell! Here are three ways to help keep you in check.