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home | Marketing
 

Mastering The Subtle Art of Getting Money in Motion

The ability to move a client forward in an decision making process is quite simply the highest paid skill in the world. The art form of tapping into a client's or prospect's Compelling Emotional Outcomes is an art that can be learned rather easily but takes years to master. In the financial services industry there is a huge problem.

Although most advisors, intuitively understand that purchasing decisions, like all buying decisions are predominantly emotional ones, the tools that we most often use are logical tools that attempt to logically prove that doing business with us is the right thing to do. While these tools (hypothetical illustrations, Monte Carlo Analysis, Ibbotson Charts) while powerful tools that definitely have their place--have a fatal flaw. They are not designed to tap into a client's emotion.

Sadly, instead these actually engages a part of our brain that is designed to thwart forward movement, add caution to the equation and literally apply the brakes to the decision making process.

The benefit of mastering the art of conversational influence is it allows you to more predictably move the conversation forward regardless of market conditions, other advisors, their perception of your institution or what the administration is saying today that is causing the market to go into the tank.

It will also pay you dividends regardless of whether you are speaking to your prospects or clients to give you more money, your bank partners to give your more mindshare, or your boss to give you a better territiory of larger portion of a departing advisors book.

VIDEO: Catalyst Series Part 1
VIDEO: Catalyst Series Part 1 Screen Cast by Advisor Business Institute's Peak Performance Strategist Bob Cobb. Highlighting specific strategist to use the current market meltdown and Investor's mindset as the launching pad for your next quantum leap in your Advisory Business. In this first video Bob gives you an overview of the Catalyst program and of the key strategies covered in this video series. . . . keep reading
VIDEO: Catalyst Series Part 2
VIDEO: Catalyst Series Part 2 In this second video Bob focuses on mindset mastery. We focus on both your mindset as a financial advisor, and the mindset of your clients, prospects and investors. You clients' have a "deer in the headlight mentality which is often just an extension of the fact that many advisors are suggesting that investors "hold tight and keep a long-term prospective. These current mindsets serve neither the broker nor the investor. This video discussed how and why to adopt a completely different mindset. . . . keep reading
VIDEO: Catalyst Series Part 3
VIDEO: Catalyst Series Part 3 This focuses on Differentiation strategies to have your clients, prospects and investors concluding your are different and better than any one else in the Financial Services industry. You must differentiate yourself in such a way that your clients come to the conclusion you are different and better than everyone else out there doing everything that you do. . . . keep reading
VIDEO: Catalyst Series Part 4
VIDEO: Catalyst Series Part 4 In this fourth video Bob teaches you how to introduce the power of marketing leverage into your practice. Marketing one to many not only saves time, it allows you to meet only with people (one to one) that are predisposed to doing business with you. Finally, and particularly valuable during this market cycle, these leveraged events serve as a value referral catalyst event for your clients to introduce you to friends, family, and associates that can benefit from your products, services and expertise. . . . keep reading
VIDEO: Catalyst Series Part 5
VIDEO: Catalyst Series Part 5 In this fifth video Bob covers your Ultimate Value Proposition. How do you quickly and conversationally capture and lead your client's imagination, separate yourself from the competition, join the conversation that is going on in the head of your client, by focusing on their problems not your solution, how to make it repeatable and finally how to get the client to engage . . . keep reading
The Ultimate Seminar Conversion Process
The Ultimate Seminar Conversion Process Getting people to your seminar is only part of the battle. Next, you must deliver a compelling message, finally get them to raise their hand and continue to engage. A room full of people that think you "gave a great speech" and not going to put any revenue on the books. This process is a fun engaging game that uses some subtle persuasion techniques to get the engaged and moving forward. This simple tool that takes just a extra minute at the end of your seminar can significantly increase you conversation. . . . keep reading
The Endorsed Mailing
Although FINRA regulations against using testimonials in your marketing material are stiff many advisors have gotten around these rules with an Endorsed Mailing. Many will recognize this as being "thin ice" from a compliance point of view and my advice in that situation has always been "when in doubt--check it out". If your compliance is comfortable with this strategy it is a powerful tool to us with many professionals in your network. . . . keep reading
The Stamp Letter
The Stamp Letter The post office is doing it to use again. Yet their annoying habit of raising the postage (seemingly every few months) provides an amazing opportunity to make a inexpensive, high quality client touch. Few things deliver the whopping impact of this little letter for such a small investment of time and resources. Don't miss the gift the government is giving you. . . . keep reading

Sample Marketing Calendar
Laying your Marketing Calendar out a year in advance not only puts your marketing on autopilot it also allows you to get pre-approved marketing pieces locked and loaded into the system so that they are ready to go at the beginning of the month. . . . keep reading
180 Degrees of Separation
180 Degrees of Separation The typical prospect will form their first judgment of you in just 7 seconds. Perhaps the most important question that you can ask yourself is, "Will I be positioned as a Indispensable Resource or as one more advisor in the only place that it really matters...the mind of your client . . . keep reading
5 Outcomes To Make the Most of Any Client Meeting
5 Outcomes To Make the Most of Any Client Meeting The ability to make the most of every meeting is a skill that separates the best from the rest. Integrate these five outcomes into your client meetings do deepened every relationship every time you meet. . . . keep reading
The Seven Step Guerrilla Marketing Plan
The Seven Step Guerrilla Marketing Plan The first insight of Guerrilla Advisors is that they plan backwards, beginning with the attainment of their loftiest goals in the future, and then working back to the present. If you allow yourself to visualize your Ultimate Advisory practice, the path to it will be easier to find! . . . keep reading
Scheduling your Success!
Scheduling your Success! How a simple tool can create predictable production consistency, and put you on the pathway to your best year yet! . . . keep reading
Opening the Door to the Client's Mind
Opening the Door to the Client's Mind During Market Meltdowns often the client . . . keep reading
The Annual Review Campaign
Bob Cobb
The Annual Review Campaign The Fast Track for Your Best Year yet. Most advisors are sitting on top of Acres of Diamonds in their client book of business. Learning how to tap into it quickly is a key to getting your year off to a rapid start . . . keep reading
Mastering your only chance you will ever have to make a good first impression!
Bob Cobb
Mastering your only chance you will ever have to make a good first impression! From the time that you open an account until the client has filed your away mentally is an unbelievably short period of time. Will you be a dynamo or dud? What are you asking them to write in the wet cement? . . . keep reading
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 TESTIMONIALS
"I decided to practice your Outcome Centered Selling techniques (Capture and Lead the Imagination) on some of my "dead leads," within the first week I had resurrected a lead that led to a $1,000,000 sale.  This stuff is unbelievable!"            
-Tony Bahu
First Liberty

"Unbelievably Invaluable tool", "Pays for itself", "You need to buy this book"  
-Jon L Bowles  
Citibank

Incredible information.  I'm overwhelmed with the positive response that my bankers have shown with your information.  I feel as if my relationship with my bankers have gone to the next level and they find me to be a much more valuable resource.  
-Angie Smith
SunTrust Securities

"Bob Cobb is an extraordinary coach. I have benefitted greatly from his dead on advice. His breadth of knowledge of sales and marketing amazes me. Everything that I have ever done with him has given me atleast a 10 to 1 return on my investment.  

-Todd B
Savannah Ga.

I've worked with Bob Cobb for five years. I have never met anyone with a more positive approach to business or life. Bob has never had a bad day in either. He has an infectious positive energy that has to be experienced to be believed. It is motivational just standing next to the guy.   
-Tom Alexander
Pres. Alexander Trading

"We have had six coaches and consultants speak to us this year (2004) and
your presentation is by far the most on the mark--with actionable ideas--
that we have seen."
Bob Garlow
SVP SunTrust Securities

"I love Bob's coaching and teaching style, it's all about implementing ideas and putting pen to paper instead of the typical coaching experience of just talking about great ideas!  Working with him has given me a powerful way to position myself with my centers of influence and partners...the impact has been HUGE!"

Jonathan Owenby -
SunTrust Securities

Click here for more rave reviews!