Successful people in the world know that a huge part of any good sales process is education. In our industry it’s essential.
In some industries, the choice to buy is simple – the customer either likes it or they don’t. Buying clothes, furniture or appliances, for the customer can often be pretty much a black or white decision. But in finance it’s not that simple.
With such a wide variety of options available to your clients, and sometimes confusing ones, your job as their advisor is to educate.
Educating your client helps to make:
- the sales process easier for you, AND
- the “yes” decision easier for your client.