Скачать или смотреть How to gain trust as a financial advisor | Jim Effner P2P

Today we talk about how often clients view their financial advisor as a salesperson - even if they like and trust you! I'll go over what can you do to develop a deeper relationship so you're seen as their trusted advisor and advocate in the financial services industry

0:00 Intro
0:30 Salesperson or trusted advisor?
3:02 Begin with the end in mind
3:24 What advisors commonly do
4:12 A better example of what an advisor should do
5:40 Your behavior matters
6:22 Be a good listener

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About Jim Effner
Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors’ potential and their performance.

Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion.

A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold.