Motivating clients
Your advisors are sure to face challenges as they build relationships and progress with their clients. This topic will help prepare them to face and strategically plan for those challenges. They can engage in the Learn and Connect sections to gain new skills and perspectives around motivating clients.
Spark meaningful conversations to motivate each advisor.
How often do you feel your clients take your advice vs. question it?
Have you discovered any strategies to get clients to take your advice seriously?
What are some ways you can become more persuasive when advising your clients?
Is there a particular strategy or tip you can share from your Weekly Growth Plan?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Turning advice into action.
It’s your job to advise your clients throughout their financial journey. But what happens when your clients don’t take your advice? While this can be discouraging, learning how to overcome challenges is a key part of your work.
Reframe the conversation
If a client seems unresponsive to your advice, try rethinking the conversation. Focus less on correcting and more on kindly sharing information. Visit the Learn section, explore three resources under Client Service and Objections, note your takeaways and come ready to discuss.
It’s not just what you say, it’s how you say it
Clients don’t always act on facts alone. The more persuasively you share information, the more likely they’ll follow your advice. Search the Academy for “Prospecting,” “communication” and “persuasion” to find three resources that resonate with you. Apply the tips in your next client conversation, and we’ll discuss after.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.