What You'll Learn In Today's Episode:

  • Differentiate yourself from competitors by identifying and communicating your unique value proposition.
  • Educate prospective clients about the value you provide and why it matters to them.
  • Design a process that is safe, pressure-free, and allows clients to make their own informed decisions.
  • Add value at every step of the prospect process to build trust and demonstrate your expertise.

In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals.

Recommended Podcast

Encore episode – How Did I Lose $50,000 This Month!?!

How to talk to clients whose accounts go down in value.

See More

The Hard Truths of Success [Episode 307]

Mastering the Art of Consistency

See More

Encore episode  – How To Communicate Your Value To Clients [Episode 172]

Understanding and implementing value-adds.

See More

Contact Us