Crypto Conversations and Client Selection
What You'll Learn In Today's Episode:
- You have to respond in a way that leaves a client empowered.
- Practice getting clients to understand things and build your relationship capital.
- You need to know who you work best with and how to respectfully turn down people.
- The number one rule of prospecting is that if you serve everyone, then you serve no one.
Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap episode, Amber shares highlights on crypto-curious clients and building your ideal client base. On Monday, Matt and Micah dove into the crypto-elephant in the room: Bitcoin investing. Rather than immediately jumping into a passionate defense (or critique) of digital currencies, they emphasized the importance of first asking, “How much?” Because let’s face it – there’s a world of difference between satisfying crypto-curiosity with discretionary funds and betting the retirement farm on Bitcoin.
On Thursday, Jamie dropped wisdom on why being a financial advisor isn’t about being everyone’s cup of tea. Forget the “everyone with a pulse” approach to client acquisition. Jamie challenged advisors to be more discerning, suggesting that if you’re serving everyone, you’re really serving no one. She painted a vivid picture of the telltale sign you’ve got the wrong client: that sinking feeling when you see their name on your appointment schedule. (We’ve all been there, right?).
