Challenges
Challenges are inevitable, no matter where you are in your career. This topic focuses on practical skills for preparing for and working through difficult conversations or objections with clients. Your advisors will review resources that offer advice, then reflect on their own attitudes and past challenges.
Spark meaningful conversations to motivate each advisor.
How would you describe your usual response to objections?
How can you rethink objections so you can begin to welcome them, rather than dread them?
What steps can you take to become more natural at handling objections?
What has been the biggest challenge you’ve faced so far in your career? How did you handle it?
Can you share a relevant tip or strategy 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:
Overcoming obstacles.
Challenges are not just possible when you’re meeting with clients; they’re inevitable. It’s natural for clients to have concerns and questions about your advice. After all, it is their money and their future you’re discussing. But the way you handle their objections can make all the difference to their peace of mind. This topic will arm you with strategies to overcome any challenge you might face.
Rethink objections
Before tackling challenges, rethink how you see them. Once you realize objections are just questions to be answered, your work of leading your client to the right decisions can begin. Visit the Learn section, explore three Objections resources and note key takeaways.
Turn strategies into action
The more experience you have working through challenges, the more natural it will become. Pick one of the takeaways you noted from the Objections resources and apply it. After you’ve incorporated it a couple times, let’s discuss. If you don’t have the opportunity, let’s find some time to role-play.
Here are five relevant resources to explore:
Shift your perspective to address objections
Webcast: F.A.C.E. up to objections
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.