Dashboard Forums High End Client Program LinkedIn – “4-Question” Reviews Financial Advisor tojan horse questions

9 replies, 2 voices Last updated by n d 4 years, 9 months ago
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    • #36316

      Lance Scott
      Participant
        @lance.scott04@gmail.com
        1.  “Hey Ali! It’s awesome to connect. Quick question – What’s your current business?”
        2. That’s great, It sounds like we might be a fit.  When can we set up a call?
      • #36318

        n d
        Keymaster
          @negeen@coredm.com

          Hey @lance-scott, great questions! Let’s reword the “when can we set up” to really get them on the phone.

          “What are a couple of time windows you have available to chat?”

           

        • #36376

          Lance Scott
          Participant
            @lance.scott04@gmail.com

            @negeen-dargahi.

            I have been getting the responds from people saying a fit for what or what are we discussing. I am wondering if I should have a second question. I know the two question I have came exactly from the financial advisor video but would like your thoughts

          • #36403

            n d
            Keymaster
              @negeen@coredm.com

              Hi @lance-scott, you could add “right fit to work together” or you could even say:

              Love it. If I could show you an easy way to add (profits) to your bottom line, that makes good sense, would you have interest?

              or

              Love it! I have a couple of awesome strategies that are perfect for you! What are a couple of time windows you have available to chat?

            • #36407

              Lance Scott
              Participant
                @lance.scott04@gmail.com

                @negeen-dargahi

                 

                what are your thoughts on a hybrid of the two that looks like this.

                Awesome!  It sounds like we maybe a potential fit to work together. I have a couple of awesome strategies that maybe perfect for you. What are a couple of time windows you have available to chat?

              • #36410

                n d
                Keymaster
                  @negeen@coredm.com

                  Yep! LOVE IT – good job, @lance-scott!!

                • #36438

                  Lance Scott
                  Participant
                    @lance.scott04@gmail.com

                    What about using this as a second question after what’s your core business

                    are you organized in the 7 areas of financial management?

                    @negeen-dargahi

                  • #36446

                    n d
                    Keymaster
                      @negeen@coredm.com

                      Hi @lance-scott, I don’t think this would be a good question because most often than not they will either not respond or ask what the 7 are and it’s too much back and forth.

                      Really helps to keep it short all while building rapport.

                    • #36486

                      Lance Scott
                      Participant
                        @lance.scott04@gmail.com

                        @halle-eavelyn

                         

                        hey I have been using the below as my second question as recommended because I am a financial advisor.  I have booked a couple of call appointments but they are looking to sell me on what they do rather than wanting to discuss how I can help them  I am wondering if I should be using another question after what is you core business before this one?  I have been trying to also think of possible other questions but am struggling with that as well.  I would appreciate your thoughts.

                        Awesome! It sounds like we may be a potential fit to work together. I have a couple of awesome strategies that maybe perfect for you. What are a couple of time windows you have available to chat?

                      • #36493

                        n d
                        Keymaster
                          @negeen@coredm.com

                          Hi @lance-scott, if you can make it to the 12:30pm Thursday live call, this would be a great question to ask @kent-littlejohn!

                          Great 2nd question!

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