How To Make More Effective Advice Recommendations
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How To Make More Effective Advice Recommendations

October 13, 2021

by Tony Vidler  CFP logo   CLU logo  ChFC logo

If we can make more effective advice recommendations we increase comprehension and engagement and shorten the implementation timeframe.  That’s good for everyone involved in the process.  More people will follow our advice, we help more people get the outcomes they are looking for, and business is better for everyone.


So what holds so many advisers back from being as effective as they could be?  Their process.


We can be a lot more effective if we put the process on the back-burner….which doesn’t mean ignore it or forget about it.  Our process from a compliance or best practice perspective matters and it is not to be overlooked, but it should not get in the way of helping consumers buy products or engage with advice in the way they choose to either.


In this weeks quick video we have a look at a little bit of research which shows why a large proportion of people don’t buy, and then turn our attention to figuring out how to deliver advice or recommendations in a way which generally matches their preferred buying path – without losing our best practice process….


Watch the video to learn more…

You might also be interested in this related article:
 Getting Prospects To Buy Your Advice
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