The Client Conversion Problem

Brett Davidson, Founder FP Advance

Almost every adviser I speak to, would like a few more, new, on-target clients than they currently get each year. Five or six extra clients in a 12-month period would be the difference between a good year and a great one for most advisers.

This is called the Client Conversion Problem and there are some common symptoms:

  • Failing to screen out inappropriate leads on the first phone call
  • Seeing one member of a couple on their own (without the other partner present)
  • Feeling like you need to ‘tell’ prospects about how valuable you are
  • A fact-finding process that’s difficult and full of friction for the prospect
  • Not presenting the strategic advice in a way that gets clients engaged and implementing
  • Dropping the ball at the implementation stage which prevents an instant referral to your next prospective client.

In this webinar, I look at these specific impediments to securing more clients and tell you how to overcome them. This is a must watch webinar for any financial planner struggling to turn prospects into clients.

Learning Outcomes:

  1. Learn why prospective clients don’t buy
  2. Discover the seven key components of a successful sales process for financial planners
  3. Find out how to redesign your own sales process to dramatically increase your conversion rate.