Скачать или смотреть Why 64% of Prospects Don't Trust You (And How to Fix It) - BackNine's Par 3

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Why do only 36% of Americans trust financial advisors and wealth managers?

Because most advisors pitch before they listen.

In this video, we're sharing 3 high-impact discovery questions (plus a bonus) that top advisors use to build instant trust and uncover what prospects actually care about. These aren't closing tricks—they're connection tools that flip the script and put your client in the driver's seat.

You'll learn:
✅ The one question to ask BEFORE any discovery (most skip this entirely)
✅ How to create positive emotion in conversations usually filled with anxiety
✅ The "rule of three" that unlocks real pain points
✅ BONUS: How to surface objections before they kill your deal

Whether you're in insurance, wealth management, or financial planning—these questions will change how you run prospect meetings.

🕐 TIMESTAMPS:
2:14 - Question #1: Motivation for Meeting
3:31 - Question #2: Financial History
4:59 - Question #3: Pain Points
7:16 - BONUS: Surfacing Objections

#FinancialAdvisor #InsuranceAgent #SalesTraining #DiscoveryQuestions #ClientAcquisition

Disclaimers: This video is informational in nature only, and is designed to provide general information on the subjects covered. It is not, however, intended to recommend an investment or insurance strategy, nor is it intended to provide specific legal or tax advice, and cannot be use to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that BackNine Insurance and Financial Services, their representatives, and their employees, do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Product details and rates shown are current as of the date of the video being published, but are subject to change at carrier discretion. This video is designed for insurance licensed professional use only.