Financial Services, Speaker and Coach

No, this post is NOT about personal confrontation; it’s about persuading, teaching, and selling.

A financial advisor who is a coaching client asked me to review a new promotional piece for his business. Reading through it, it became apparent that the focus of the piece was his business, not the needs of his clients and prospects.

How can such a thing be said? Because every paragraph started with the word “I”.

Review your sales and marketing materials. Scan your business letters. Listen to your sales presentations. Do you discuss, interview, and present with a focus on what you do or the benefits to your prospects and clients that result from what you do? If at all possible, change the phrasing from first person  to second person. Make it about THEM!

Work Hard & Have Fun!™