Some quick tips on delivering a power sales pitch to your financial services and insurance clients, before our next series of posts deals with a step by step process of how to embed Positive Client Engagement techniques into your business.
Yes, a lot of what we write is based on tapping into the motivators of clients using positive client psychology - but in practical terms how can you embed processes in your business?
Here's some quick sales pitch ideas:
- use a visual in your presentations be that power point, a letter, and email or indeed the statement of advice - a visual that means something to the client. If they've described their future and spoken of a holiday in Hawaii - then embed a picture of the beaches in your communication. You get the picture?
- use by means of direct quotations back to the client the clients own words. Bold them in double font. Let their own words lift of the page and remind them of why your strategy meets their needs.
- give them choices, three at least. That's real choice. Provide compelling reasons tied to their motivators for the most appropriate choice and let them choose it.
- let them know your "why" - the why you do what it is that you do. We're talking about story telling be it your story of a testimonal board, book, or newsletter - let them know about the power of taking action with your help
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