At the end of your presentation to a new prospect, what's your most effective call to action?

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Based on our reviewing the retirement projection. And this approach 1/3, 1/3, 1/3...In 5 years from now, you're gonna look back on this ... Very pleased. So let's start with this, Alright? Sometimes the hard sales approach helps, but mostly if you present some reasonable ideas to move forward, and the prospect is reasonable. You won't need to sell too hard...I closed a prospect today for 500k. By doing a light financial plan - money guide pro. Plugging their existing stuff into Kwanti, Explaining the we try to take as little risk as we can to achieve their goals. And to let me peel off 500k, and I will monitor all their 2mm when we review quarterly..Give me 6 months and you'll see quickly if my approach works for you, ok? They said fine...

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The last thing I want to do is bore you completing the paperwork, so if you can give me your licenses, I can have my assistant make a copy and have this filled out for our next meeting. Get license, make copy, set meeting and celebrate your close.Any reluctance at all tell them that "hey I know you need some time to chat amongst each other, let me step out and check a few emails and I'll be back in a few minutes." Get right up and walk out immediately. Once back in ask again do they have any questions and see how this plan can (whatever pain they have slide this in) and ask for the licenses again. Any pushback, book next appt to try again.

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I always ask what is their big three goals or concerns. I then center the planning and portfolio around those three and show them how it will work. At the end, I remind them what they said their big three were and remind them we can fix it if we move forward with everything available that they have. Sometimes have to give them a week to mull it over but usually we set our paperwork appointment right then and there.

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"If you have the money available, i strongly recommend you invest today."

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You Edward Jones guys know what's up. Thanks for your input!

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"What are YOUR thoughts on what I've said so far?" It show you value their opinion and intellect. 'So far' allows you to add more if they throw an objection or concern.

@Edward Jones 2 That sounds desperate to me. It would turn me off in a heart beat.
Sry, it's not personal.

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