education purpose
17 questions to ask your prospects
Here are those questions which you can ask your prospects.
What do you want to create in your financial life?
What else? (Can you share more about what you want)
What are you willing to do to create the kind of financial life you want ?
What are your top 3 concerns and commitments in your financial life ?
On the scale of 1-10 how much would you rate your financial life? (1-least 10 is best)
If the score is low – what do you think you need to do to improve your score?
What are the top 5 outcomes/results you would like to have from working with a financial planner?
Where are you right now with regards to your finances?
Tell me what is exactly happening in the area of money ?
What would you like to accomplish in your financial life?
What did your friend/or our past client share with you – that you called me?
What did you read on our blog/website ________that have you call me?
Tell me What’s working in your financial life? and What’s not working?
What is the money related problem you wake up with every morning?
What comes up for you when I say numbers, calculations and products?
What is stopping you to live the kind of financial life that you want to live?
What would you discuss when money will no longer be an issue in your life?
Next time you meet your potential client start your conversation with these questions and see what happens.These questions have worked for me and I am sure it will work for you as well. Depending on the person you meet and situation pick appropriate question from my question bank
3 things to establish – if you want to make some one your client
If you want someone to become your client, there are 3 things which you should clearly establish. You have to make sure that the prospect is 100% assured and very clear about these 3 things which I am going to say below. And they are !
1. That you are a master of what you do
Yes, let people experience your mastery. They need to see that you have
Here are those questions which you can ask your prospects.
What do you want to create in your financial life?
What else? (Can you share more about what you want)
What are you willing to do to create the kind of financial life you want ?
What are your top 3 concerns and commitments in your financial life ?
On the scale of 1-10 how much would you rate your financial life? (1-least 10 is best)
If the score is low – what do you think you need to do to improve your score?
What are the top 5 outcomes/results you would like to have from working with a financial planner?
Where are you right now with regards to your finances?
Tell me what is exactly happening in the area of money ?
What would you like to accomplish in your financial life?
What did your friend/or our past client share with you – that you called me?
What did you read on our blog/website ________that have you call me?
Tell me What’s working in your financial life? and What’s not working?
What is the money related problem you wake up with every morning?
What comes up for you when I say numbers, calculations and products?
What is stopping you to live the kind of financial life that you want to live?
What would you discuss when money will no longer be an issue in your life?
Next time you meet your potential client start your conversation with these questions and see what happens.These questions have worked for me and I am sure it will work for you as well. Depending on the person you meet and situation pick appropriate question from my question bank
3 things to establish – if you want to make some one your client
If you want someone to become your client, there are 3 things which you should clearly establish. You have to make sure that the prospect is 100% assured and very clear about these 3 things which I am going to say below. And they are !
1. That you are a master of what you do
Yes, let people experience your mastery. They need to see that you have