Give clients time to think and “Buy In” with this simple technique
Quick Tips Videos & Sales Tips

Give clients time to think and "Buy In" with this simple technique

May 2, 2025

by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Wanting client buy in? Then there is a wonderfully simple technique that all professionals should be using every time they make a recommendation….

…of the challenge giving advice in what is usually a difficult area for consumers to comprehend easily or rapidly.  Consumers usually need a few seconds longer in processing time as the concepts financial advisers discuss are not their core competency, and they also need to understand the logic of what is being recommended.

Linking the recommendation or observation with a “because” and then providing the validation gives them the processing time and logic.

In this weeks Quick Tips video we discuss how and why to use this simple little trick to improve engagement and buy-in from clients and prospects…

Watch the video to learn more…

Related to this post:
Deal, or No Deal? Advice is really that simple to begin with…
 
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