Financial Services, Speaker and Coach

One week into the new year how are you doing with those resolutions?  In case you want to grow your business this year I suggest you resolve to call your best clients, and say something like this:

“A big part of my responsibility to my clients is to keep them on tract with their financial objectives.  However, people change and their goals change.  In order for me to do my best work for you you need to tell me when things change.  May I ask you three brief  questions?”

  • “Tell me your three most important financial goals?”
  • “What has changed in your life in the last twelve months?”
  • “What can I do to serve you better?”

The questions may be brief, but the answers may make for a long conversation.  Take the opportunity to meet face to face to discuss these questions in depth.  You will be amazed at the results.

Good selling!