Blog posts that outline tips for how to have the best sales pitch
One of the first steps to improving your sales efforts is to try to understand the prospect. By that, we mean to try to understand the person you are communicating with and trying to sell to. This can help you in two ways. First, by taking a step back to try to understand the prospect [...]
Here is an example of a cold call from another financial advisor. We have done a review and analysis of a couple of calls from financial and wealth management advisors so if you find this video helpful, be sure to go to our YouTube playlist here to view the other cold call examples and hear [...]
This is a recording of a warm call script example that we received from one of our service providers. After the call recording is a play-by-play analysis where we outline what he could have done better. Included with the analysis is a cold call script example that takes our recommendations into consideration that he could [...]
One of the main sales tips that we recommend is to not sound like a salesperson that is trying to sell something when communicating with prospects. But there are two reasons that make this even more important when communicating with prospects on LinkedIn. First, the people that you want to pursue are likely getting messages [...]
In this video, we outline a step-by-step process that you can use to create your sales message. Here are the main steps that we go through in this video: Step 1 - Product Identify the product that you are ultimately trying to sell with the sales message that you are creating. We do not [...]
Here are some dos and don'ts for prospecting on LinkedIn. Don’t Sound Like a Salesperson There are two reasons that make it even more important to not sound like a salesperson when communicating with prospects on LinkedIn. First, the people that you want to pursue are likely getting messages from a lot of product [...]
If it does not look like the gatekeeper is going to let you through, try getting around the gatekeeper by treating the gatekeeper like the target prospect. There are two different ways to do this. First, if the gatekeeper does not understand who you are, who you should talk to, or why the target prospect [...]
Here are some tips and tactics that can improve the interactions you have with gatekeepers. Understand the Gatekeeper One of the reasons that gatekeepers can sometimes be difficult and unpleasant is that they are sometimes instructed to keep salespeople out. Gatekeepers are often trained on how to identify when calls are from salespeople who are [...]
In this video, we outline seven sections that you can create your cold call script around, and here is a quick summary of those sections: Step 1 - Introduction You most likely don’t need help creating the introduction section of your cold call script, but we recommend avoiding asking the prospect how they are doing, since [...]
Sending cold emails on LinkedIn has become one of the most popular ways to try to get new prospects and generate leads. And while LinkedIn makes it very easy to connect with and message prospects, it is also very easy to make mistakes with your messages. With that being the case, here is a brain [...]