FA sales tip #8: Provide Something Tangible

Services are abstract. Make your services feel less abstract by providing something tangible such as a proposal, sample financial plan, case study or even homework. Whatever it is make sure that it reiterates what's in it for them to support their decision-making process.

Provide something tangible to showcase value, reduce uncertainty and give you a reason to connect to review.

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The 3 Reasons You’re Not Growing as a Financial Advisor (And What To Do About It)

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An Inspired Perspective with Grier Rubeling from Advisor Transition Services