FA sales tip #7: Leave breadcrumbs

Trying to expedite a prospect’s decision-making process can actually stale it. Learn how less can be more when it comes to early prospect meetings and conversations. Leaving breadcrumbs or providing small bites of information at a time can keep prospects engaged and moving forward. Moving too quickly or going too deep too early can cause overwhelm.

If you are having trouble moving a prospect beyond the initial meeting this tip help.

Leave breadcrumbs to build rapport and momentum.

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An Inspired Perspective with Grier Rubeling from Advisor Transition Services

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FA Sales Tip #6: Listen Deeply, How and Where to Use the 3 Levels of Listening