The Number 1 Negotiating “Skill” That Advisers Need
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The Number 1 Negotiating "Skill" That Advisers Need

August 11, 2021

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Every adviser needs to use negotiating skill every day…if not every single meeting in every day. We are constantly negotiating with all stakeholders of course but it is the constant negotiating with clients, or on behalf of clients, that often becomes a source of stress and angst for all parties, with latent dissatisfaction underlying “the negotiations”.

The reason why that is so, according to professional negotiators, is because most people tend to go about negotiating the wrong way.  We start at the wrong end of the process.  Because we begin negotiating the wrong way, we are leading people psychologically to a point where it is almost inevitable that they feel things did not quite go their way.

Yet, if we can learn how to negotiate the way the pro’s do then there is every chance that we will get better outcomes and happier clients who feel that they have got what they want….So this weeks quick video looks at how to achieve that….

Watch the video to learn more…

You might also be interested in this related article:
 The Key To Successfully Networking With Accountants
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