Dashboard › Forums › High End Client Program › LinkedIn – “4-Question” Reviews › Financial Advisor tojan horse questions
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AuthorPosts
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November 13, 2019 at 8:57 pm #36316
- “Hey Ali! It’s awesome to connect. Quick question – What’s your current business?”
- That’s great, It sounds like we might be a fit. When can we set up a call?
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November 14, 2019 at 10:39 am #36318
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?”
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November 20, 2019 at 5:44 pm #36376
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
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November 21, 2019 at 12:15 pm #36403
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?
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November 21, 2019 at 1:42 pm #36407
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?
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November 21, 2019 at 1:48 pm #36410
Yep! LOVE IT – good job, @lance-scott!!
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November 22, 2019 at 2:55 pm #36438
What about using this as a second question after what’s your core business
are you organized in the 7 areas of financial management?
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November 25, 2019 at 5:27 pm #36446
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.
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December 2, 2019 at 2:06 pm #36486
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?
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December 2, 2019 at 3:58 pm #36493
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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AuthorPosts
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