Slow down and get better results
Sales & Marketing for Professional Services & Sales Tips

Slow down and get better results

August 12, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Financial advisor sales activityTo get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive:  Slowing Down.


Anyone who has played a lot of sport knows that when things get disjointed and are not quite working seamlessly, the trick is to slow things down.  Concentrate on getting your technique right and finding your rhythm again is usually the key to better execution and a better quality game.   Trying to execute the same bad play or technique faster or harder just exacerbates the problem.  So simply trying harder is usually not helpful at all.


One adviser I had been working with is good, capable, technically strong and determined to do well.  An excellent work ethic and attitude supported by good competency and skills.  How can someone like that NOT do well?


Yet for some reason the adviser had been struggling to get the results they wanted for some months.  Their response was to simply work harder…make more calls…lift the activity….get busier.  All of that is admirable and says a lot about their character and tenacity, but it doesn’t fix the problem.


What happens when you just start calling a lot more people, and do it with a greater sense of urgency and determination, and hustle harder to get business done and over the line is quite the opposite of what you were hoping to achieve typically – and that was especially true in this example.  Business gets harder to do when you become frenzied and have that faint whiff of desperation in everything you do.


I limited the adviser to making just 2 calls per day to prospects for 2 weeks.  Every single call had to be very well prepared to make it count and make it work.  Qualifying the prospect as well as possible; thinking through the script or words to be used on the phone; understanding the other persons issues as well as possible in advance; and putting a good strong benefit across early all mattered enormously when it was no longer just a “numbers game”.


The amount of time spent on the phone – engaging in a conversation with the potential client – was no longer an issue.  There were only 2 phone calls to be made today…as a result the adviser prepared better, and then engaged more meaningfully and conveyed a much stronger proposition – each call counted.


Slow the activity down but improve the quality of it.  Make what you do be as good as you can do it.  Each prospect is valuable, so make a legitimate effort to give each one your best effort.  Don’t just burn through good prospects because you feel there is a need to hustle harder, or think the answer is dramatically pumping up the volume of activity.


Don’t do lots of things badly and definitely don’t do the same poor work in increasing volumes.  Don’t waste valuable business opportunities simply because you want a result NOW.  Invest time and attention in going back a step or two and getting te fundamentals right again, and you’ll usually be rewarded with better results.


Slow down, and execute better.

You might also be interested in this related article:
The Benefits Of A Prepared Sales Script
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