Language Matters

$495.00

What you say and how you say it in affluent circles can make or break your marketing efforts. Social prospecting in affluent circles—today—is what cold-calling was 35 years ago. This is why you need seamless sales skills. Today’s affluent don’t like feeling they’re being sold. Yet, without realizing it, many financial professionals come across as salespeople in social settings. Why? Because of the language they use.

Language Matters is a 4-part webinar series that will teach you everything you need to know about successfully navigating affluent social circles—how to position yourself, bring in new clients, and create clients for life.

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4-Week Webinar Series

What you say and how you say it in affluent circles can make or break your marketing efforts. Social prospecting in affluent circles—today—is what cold-calling was 35 years ago. This is why you need seamless sales skills. Today’s affluent don’t like feeling they’re being sold. Yet, without realizing it, many financial professionals come across as salespeople in social settings. Why? Because of the language they use.

Language Matters is a 4-part webinar series that will teach you everything you need to know about successfully navigating affluent social circles—how to position yourself, bring in new clients, and create clients for life.

Deliverables:

  • 4 content-packed webinar sessions
  • Q&A session with your hosts: Matt Oechsli, Stephen Boswell, and Kevin Nichols
  • Access to recordings of each session
  • Handouts for each session

Investment:

  • Pricing: $495
  • Discounted Group Pricing (applies to groups of 3+ advisors):  $1,000 down + $100 per person
  • Coaching Clients: Register for no cost through your Oechsli Learning Center™ account

Agenda:

Session 1: The 3-C’s of a Magnetic Conversationalist

  • How to consciously use fewer words and have more impact
  • The secrets of coming across polished, but unscripted
  • Techniques for exuding calm confidence (sans arrogance)
  • Words and phrases that resonate with today’s affluent

Session 2: Proactive Sales Scenarios

  • Generate introductions and referrals in a client-friendly manner
  • Uncover windows of opportunity to naturally introduce your services
  • The top five ways advisors come across salesy (avoid these!)
  • How to close in one-off prospecting scenarios (i.e. airplanes)

Session 3: Positioning with Clients and COIs

  • Develop a compelling explanation of your service and deliverables
  • Spark conversations with COIs that stimulate more referrals
  • Plant seeds with clients to reinforce your ideal-referral-profile
  • Handle referrals that are below your minimum with grace and finesse

Session 4: Value Propositions and Story Selling

  • Once and for all—master the “What do you do?” question
  • Craft stories that are short, sweet, and memorable
  • Learn the 3 “sticky stories” every professional needs
  • Leverage proven techniques for improving your team’s verbiage

Questions? Call us at 1 (800) 883-6582