In part eight of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to engage prospects by answering the four questions every potential client wants to know. He outlines how to use these key points to engage prospects quickly and effectively.
In part seven, Dan Richards, CEO, Client Insights, pinpoints nine essential activities of the top one per cent of advisors. He focuses on three main areas: prospecting, team management and exisiting clients, and explains how to put these nine must-haves into action in your practice.
In part six of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three skill sets of the top one per cent of advisors. He explains how to develop these skills easily and implement them in your practice.
When talking to prospective clients in a first meeting, restrict your initial discussion about your background to three minutes. Your story should fit on one page
In part five, Dan Richards, CEO, Client Insights, identifies six top attitudes that distinguish the top producing one per cent of advisors. From resisting complacency to being an emotional anchor for your clients, he explains the six approaches to business that set top advisors apart.
In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling makes client presentations more memorable. He outlines four steps to telling an effective story to give your message impact.
In part three, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication and gives precise tips on how to incorporate visuals into your message to clients.
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with a $3 million dollar prospect. The critical question: When you have only 30 minutes, how do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results in 30 minutes.
Bill had just half an hour to get a commitment from a reluctant but high-value prospect. Bill's goal was not to sign the client that day but to secure a followup meeting
Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation -- the most effective method to communicate with clients.