Financial Advisor Phoning: Develop Your Unique Calling Style

Course details

Have you ever wondered what separates elite advisors from the rest? It starts withthe phone and who you're reaching out to. Get ready to experience more fun andfreedom with phoning, while boosting your client acquisition rate.You're about to learn how to do this for yourself using your own unique personalityand communication style. We'll break it down to make it simple and easy. You'llleave with a turn-key process you can use for successful phoning and prospecting. 

This boot camp will help youtake your phoning to another level. You're going to learn not only how to more easily do ityourself, but how to be more genuine and even start to have your staff do it for you!Even if you don't have any staff at this point, you won't want to miss this for whenyou do.

You may have seen other "gurus" teach you how to phone. Chances are, they gaveyou their language and you may even use it verbatim. There is a 75% chance thatthey didn't give you the right language for your style. Most gurus don't explain why itworks, they just explain that it does. If you're going to make up your own language,you need to understand why it works.

The reason we are so excited to have you see Katherine, Karl, Matt, and Chris divein on some of this is that through the process of being taught by them, you will findnew pieces of gold that are within you that you didn't even know were there and theywill help you become a better advisor.

What You'll Learn:

Session #1: Establish Profitable Phoning Beliefs

• Identify Your Non-Profitable Phoning Beliefs
• Replace Negative Thoughts With Positive Thoughts
• Turn Positive Thoughts Into Profitable Phoning Beliefs

Session #2: Build a Strategy to Reach Out to People

• Identify A Profitable Target Market
• Know When And Where To Call
• Determine How You Will Be Relevant

Session #3: Develop Your Own Unique Calling Style

• Develop Your Own Natural Tone Of Voice
• Develop Your Own Unique Calling Language
• Give The Prospect Control During The Call

Session #4: Get Your Staff to Phone for You

• Develop Your Staff's Language To Introduce You
• Develop A Nurturing Environment For Your Staff
• Help Your Staff Call The Right People

Session #5: Set Up a Successful Phoning Environment

• Plan And Prepare The Night Before
• Eliminate All Possible Distractions
• Stay Intentional With Your Calls

Session #6: Pick Up the Phone and Call

• Make Phoning Fun And Exciting
• Follow A Specific Phoning Game Plan
• Connect On A Personal Level Over The Phone