How to Get Clients & Prospects to Take Action

Hi and welcome to The Magellan Network Show.  For today’s episode, I’d like to have a conversation about how you get clients and prospects to take action on your recommendations.

As an advisor, you will have to combine your technical abilities with high-level communication that will influence your coaching skills The art of practicing the influential aspects of your role as an advisor actually begins with your mindset. 

It is important to understand the motivation behind your goals and to make sure that you always put the client’s interests first. The second most important factor is never to avoid telling your clients the truth. You have a fiduciary duty to do whatever it takes within ethical boundaries to get them to take the right action.

Are you ready to re-evaluate your goals to create the right emotional connections and tie-ins, get some breakthroughs, and lead your client to success?

In this episode, I talked about:

• (2:31) The major problem in the industry 
• (3:53) What two domains should a great advisor master
• (5:00) How do you influence a person
• (10:06) The role of logical conversations in understanding the client's needs 
• (11:26) The most important trait of a true advisor 
• (12:58) The need to constantly evolve to match the needs of clients
• (14:32) Understanding your role and identity to become a better advisor
• (16:18) Getting a better picture of your purpose and finding your "why"

The Magellan Academy & Network

The rules and tools for success in the financial services industry are about to change radically.

I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000’s of advisors (below are video and written testimonials by many of them).

Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it’s about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision.

I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision.

Here is what you are going to get from me each month:

- A 5-10 minute morning coach video each business day.

- 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above.

- A live group coaching session where you and I can interact and work together. 

Here is what you can do each month:

- Post a question to me and I will answer it.

- Collaborate and associate with like-minded advisors.

- Invite other great advisors into the network.

Your Bottom Line:

Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days.

If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it’s a month-to-month deal. I’m not going to lock you into anything.

Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network.

Get Your Free Access to the Powerful Tools, Strategies & Masterclass